AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+6.62%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$723M
AUM Growth
+$66.3M
(+10%)
Cap. Flow
+$27.8M
Cap. Flow
% of AUM
3.84%
Top 10 Holdings %
Top 10 Hldgs %
20.38%
Holding
1,014
New
59
Increased
264
Reduced
168
Closed
68
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$2.63M |
| 2 |
Alibaba
BABA
|
$1.43M |
| 3 |
Vanguard Value ETF
VTV
|
$1.21M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.17M |
| 5 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$752K |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$554K |
| 2 |
AT&T
T
|
$465K |
| 3 |
New Oriental
EDU
|
$324K |
| 4 |
McKesson
MCK
|
$323K |
| 5 |
Costco
COST
|
$286K |
Sector Composition
| 1 | Technology | 14.5% |
| 2 | Healthcare | 12.17% |
| 3 | Financials | 10.87% |
| 4 | Industrials | 9.47% |
| 5 | Communication Services | 7% |
