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
626
$25.6K ﹤0.01%
650
627
$25.5K ﹤0.01%
252
628
$25.3K ﹤0.01%
155
-110
629
$25.3K ﹤0.01%
364
630
$24.9K ﹤0.01%
300
631
$24.9K ﹤0.01%
2,191
632
$24.8K ﹤0.01%
1,500
633
$24.7K ﹤0.01%
300
634
$24.7K ﹤0.01%
275
635
$24.2K ﹤0.01%
370
636
$24K ﹤0.01%
1,000
637
$23.9K ﹤0.01%
400
638
$23.7K ﹤0.01%
1,500
+500
639
$23.3K ﹤0.01%
389
640
$23.3K ﹤0.01%
2,226
-527
641
$23.1K ﹤0.01%
292
+200
642
$23K ﹤0.01%
364
643
$23K ﹤0.01%
280
644
$22.9K ﹤0.01%
255
645
$22.2K ﹤0.01%
701
646
$21.6K ﹤0.01%
200
-240
647
$21.1K ﹤0.01%
398
+108
648
$21.1K ﹤0.01%
150
649
$20.8K ﹤0.01%
551
+1
650
$20.8K ﹤0.01%
+2,000
24 25
26
27 28