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
476
$87.9K 0.01%
1,500
477
$85.1K 0.01%
1,689
+1
478
$84.7K 0.01%
1,432
+1,362
479
$81.2K 0.01%
1,569
480
$80.7K 0.01%
1,106
481
$80.4K 0.01%
+5,250
482
$79.7K 0.01%
1,746
483
$79.6K 0.01%
2,075
484
$79K 0.01%
750
485
$76.1K 0.01%
573
486
$76K 0.01%
2,500
-2,647
487
$73K 0.01%
2,000
488
$71K 0.01%
992
-100
489
$70.4K 0.01%
+1,700
490
$69.7K 0.01%
681
491
$69.7K 0.01%
152
-116
492
$69.6K 0.01%
550
493
$69K 0.01%
1,674
494
$68.8K 0.01%
3,186
+6
495
$68.5K 0.01%
1,200
496
$68.5K 0.01%
2,140
-399
497
$68.4K 0.01%
2,447
498
$68.1K 0.01%
314
499
$66.1K 0.01%
2,065
500
$65.4K 0.01%
1,370
18 19
20
21 22