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
26
$6.37M 0.88%
64,553
+460
27
$6.2M 0.86%
98,274
-973
28
$6.01M 0.83%
150,066
+1,654
29
$5.95M 0.82%
18,657
-565
30
$5.81M 0.8%
148,436
+2,606
31
$5.34M 0.74%
29,251
+984
32
$5.31M 0.73%
38,254
+4,272
33
$5.11M 0.71%
235,196
+14,564
34
$5.06M 0.7%
12,867
-66
35
$5.01M 0.69%
40,353
+2,032
36
$4.96M 0.69%
87,011
+5,849
37
$4.95M 0.69%
223,131
+18,951
38
$4.93M 0.68%
150,042
+13,031
39
$4.89M 0.68%
90,310
+3,364
40
$4.78M 0.66%
34,125
-14
41
$4.65M 0.64%
59,840
+2,332
42
$4.42M 0.61%
56,722
+2,594
43
$4.4M 0.61%
197,413
+16,602
44
$4.39M 0.61%
32,560
-269
45
$4.26M 0.59%
8,443
+214
46
$4.24M 0.59%
15,963
+5
47
$4.22M 0.58%
29,528
+3,192
48
$4.11M 0.57%
33,660
+3,660
49
$4.11M 0.57%
16,624
+480
50
$4.06M 0.56%
55,253
-3,412
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