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
526
$52.3K 0.01%
1,520
+20
527
$52.2K 0.01%
560
+385
528
$51.2K 0.01%
1,000
529
$50.9K 0.01%
1,023
-719
530
$50.1K 0.01%
1,240
531
$50K 0.01%
668
532
$49.4K 0.01%
365
+330
533
$49.1K 0.01%
1,850
534
$49.1K 0.01%
100
535
$48.6K 0.01%
170
536
$48.5K 0.01%
1,836
537
$48.1K 0.01%
448
-115
538
$47.5K 0.01%
800
539
$47.2K 0.01%
333
540
$47.1K 0.01%
812
+493
541
$46.9K 0.01%
2,570
-1,000
542
$46.9K 0.01%
1,437
+705
543
$46.8K 0.01%
629
544
$46.8K 0.01%
462
545
$46.6K 0.01%
586
546
$45.7K 0.01%
2,664
547
$45.6K 0.01%
590
548
$44.9K 0.01%
1,407
549
$44.8K 0.01%
290
550
$44.5K 0.01%
500
20 21
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