AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
401
$153K 0.02%
14,783
402
$153K 0.02%
+10,000
403
$150K 0.02%
1,305
404
$148K 0.02%
12,000
405
$146K 0.02%
3,981
+201
406
$146K 0.02%
2,197
407
$145K 0.02%
4,788
408
$143K 0.02%
1,200
409
$143K 0.02%
5,532
410
$142K 0.02%
919
411
$141K 0.02%
2,474
+1
412
$139K 0.02%
1,882
+4
413
$138K 0.02%
6,859
-389
414
$137K 0.02%
2,300
415
$135K 0.02%
1,350
+1,200
416
$135K 0.02%
775
-36
417
$134K 0.02%
+1,850
418
$134K 0.02%
1,793
419
$134K 0.02%
194
-18
420
$132K 0.02%
2,080
+2
421
$131K 0.02%
911
422
$131K 0.02%
3,167
423
$130K 0.02%
9,096
-3,255
424
$128K 0.02%
+1,800
425
$128K 0.02%
5,500
15 16
17
18 19