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
601
$30.7K ﹤0.01%
120
602
$30.3K ﹤0.01%
1,000
603
$30.1K ﹤0.01%
268
-2
604
$29.6K ﹤0.01%
500
605
$29.1K ﹤0.01%
235
606
$28.9K ﹤0.01%
500
-500
607
$28.8K ﹤0.01%
740
608
$28.3K ﹤0.01%
1,437
609
$28.2K ﹤0.01%
649
610
$28.1K ﹤0.01%
500
611
$27.8K ﹤0.01%
300
612
$27.6K ﹤0.01%
335
+20
613
$27.6K ﹤0.01%
105
+50
614
$27.5K ﹤0.01%
235
-2
615
$27.3K ﹤0.01%
273
616
$27.2K ﹤0.01%
450
-400
617
$27.2K ﹤0.01%
400
618
$27.1K ﹤0.01%
448
619
$27K ﹤0.01%
1,400
620
$26.9K ﹤0.01%
254
-95
621
$26.6K ﹤0.01%
400
622
$26.4K ﹤0.01%
+1,000
623
$26.2K ﹤0.01%
400
624
$25.9K ﹤0.01%
356
625
$25.9K ﹤0.01%
+600
23 24
25
26 27