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
576
$34.6K ﹤0.01%
100
577
$34.3K ﹤0.01%
679
578
$34.2K ﹤0.01%
600
-200
579
$34.1K ﹤0.01%
1,707
580
$33.9K ﹤0.01%
200
581
$33.7K ﹤0.01%
2,000
582
$33.6K ﹤0.01%
729
583
$33.3K ﹤0.01%
1,510
584
$33K ﹤0.01%
650
585
$33K ﹤0.01%
426
586
$32.7K ﹤0.01%
400
587
$32.7K ﹤0.01%
969
-1
588
$32.4K ﹤0.01%
950
589
$32.4K ﹤0.01%
450
590
$32.3K ﹤0.01%
180
591
$32.2K ﹤0.01%
1,000
592
$31.9K ﹤0.01%
698
+656
593
$31.9K ﹤0.01%
1,000
594
$31.7K ﹤0.01%
783
595
$31.6K ﹤0.01%
1,500
-8,900
596
$31.6K ﹤0.01%
270
597
$31.5K ﹤0.01%
273
598
$31.3K ﹤0.01%
155
599
$31.2K ﹤0.01%
777
600
$31.1K ﹤0.01%
764
-98
22 23
24
25 26