AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$2.61M
2
+$1.4M
3
+$1.21M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.11M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$712K

Top Sells

1
+$554K
2
+$486K
3
+$326K
4
EDU icon
New Oriental
EDU
+$324K
5
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$281K

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
$50K 0.01%
668
531
$49.4K 0.01%
365
+330
532
$49.1K 0.01%
1,850
533
$49.1K 0.01%
100
534
$48.6K 0.01%
170
535
$48.5K 0.01%
1,836
536
$48.1K 0.01%
448
-115
537
$47.5K 0.01%
800
538
$47.2K 0.01%
333
539
$47.1K 0.01%
812
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540
$46.9K 0.01%
2,570
-1,000
541
$46.9K 0.01%
1,437
+705
542
$46.8K 0.01%
629
543
$46.8K 0.01%
462
544
$46.6K 0.01%
586
545
$45.7K 0.01%
2,664
546
$45.6K 0.01%
590
547
$44.9K 0.01%
1,407
548
$44.8K 0.01%
290
549
$44.5K 0.01%
500
550
$44K 0.01%
7,762
-2,000
20 21
22
23 24