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
551
$44K 0.01%
7,762
-2,000
552
$44K 0.01%
908
553
$43.8K 0.01%
250
554
$43.7K 0.01%
745
-333
555
$43.4K 0.01%
189
+10
556
$43.3K 0.01%
1,300
557
$42.4K 0.01%
325
558
$41.5K 0.01%
367
559
$41.1K 0.01%
1,121
560
$40.9K 0.01%
51
-10
561
$40K 0.01%
600
562
$39.3K 0.01%
750
563
$39.2K 0.01%
+3,000
564
$39.1K 0.01%
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565
$39.1K 0.01%
+10,000
566
$38.9K 0.01%
1,000
567
$38.5K 0.01%
500
568
$38.1K 0.01%
110
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$38K 0.01%
1,161
570
$37.6K 0.01%
312
571
$37.4K 0.01%
962
572
$37.3K 0.01%
400
573
$36.9K 0.01%
536
574
$36.4K 0.01%
800
575
$35.6K ﹤0.01%
836
-15
21 22
23
24 25