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
451
$105K 0.01%
2,471
452
$104K 0.01%
+1,000
453
$103K 0.01%
1,290
-800
454
$101K 0.01%
3,731
455
$101K 0.01%
1,936
+100
456
$100K 0.01%
5,981
+798
457
$99.8K 0.01%
3,752
+5
458
$98.7K 0.01%
3,382
+3,282
459
$98K 0.01%
5,000
460
$97.7K 0.01%
512
+193
461
$97.2K 0.01%
1,957
462
$95.8K 0.01%
761
463
$95.8K 0.01%
700
+657
464
$95.4K 0.01%
+2,500
465
$94K 0.01%
2,470
466
$93.1K 0.01%
1,735
467
$93K 0.01%
2,000
468
$92.9K 0.01%
+725
469
$91.4K 0.01%
5,120
470
$90.7K 0.01%
3,002
+1
471
$90.2K 0.01%
518
472
$90.1K 0.01%
1,478
-800
473
$89.4K 0.01%
425
474
$88.2K 0.01%
999
-400
475
$88K 0.01%
493
17 18
19
20 21