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
426
$127K 0.02%
1,901
-1
427
$125K 0.02%
+414
428
$125K 0.02%
685
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429
$124K 0.02%
2,060
430
$123K 0.02%
2,308
431
$122K 0.02%
4,334
+1,500
432
$122K 0.02%
2,485
433
$121K 0.02%
500
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434
$120K 0.02%
5,280
435
$119K 0.02%
875
+50
436
$119K 0.02%
1,769
437
$119K 0.02%
2,040
+2,000
438
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439
$116K 0.02%
270
440
$115K 0.02%
275
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441
$114K 0.02%
3,521
442
$114K 0.02%
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443
$112K 0.02%
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$110K 0.02%
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445
$110K 0.02%
920
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446
$110K 0.02%
2,946
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447
$108K 0.02%
375
448
$108K 0.02%
915
449
$108K 0.01%
1,219
450
$107K 0.01%
5,050
16 17
18
19 20