AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.43M
3
+$1.21M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.17M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$752K

Top Sells

1
+$554K
2
+$465K
3
+$324K
4
MCK icon
McKesson
MCK
+$323K
5
COST icon
Costco
COST
+$286K

Sector Composition

1 Technology 14.5%
2 Healthcare 12.17%
3 Financials 10.87%
4 Industrials 9.43%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$183K 0.03%
1,104
377
$181K 0.03%
735
378
$173K 0.02%
845
379
$173K 0.02%
1,815
380
$171K 0.02%
1,924
-1,274
381
$170K 0.02%
1,730
+250
382
$169K 0.02%
6,580
383
$167K 0.02%
2,290
384
$165K 0.02%
+5,460
385
$164K 0.02%
16,418
+47
386
$163K 0.02%
1,794
387
$163K 0.02%
2,595
388
$163K 0.02%
2,413
389
$162K 0.02%
294
+53
390
$161K 0.02%
2,639
391
$160K 0.02%
1,191
-610
392
$160K 0.02%
3,189
+575
393
$160K 0.02%
4,483
+2,000
394
$158K 0.02%
+2,075
395
$158K 0.02%
750
+75
396
$158K 0.02%
2,200
397
$157K 0.02%
10,780
398
$156K 0.02%
6,864
-150
399
$156K 0.02%
950
400
$154K 0.02%
1,040
14 15
16
17 18