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
626
$25.5K ﹤0.01%
252
627
$25.3K ﹤0.01%
155
-110
628
$25.3K ﹤0.01%
364
629
$24.9K ﹤0.01%
300
630
$24.9K ﹤0.01%
2,191
631
$24.8K ﹤0.01%
1,500
632
$24.7K ﹤0.01%
300
633
$24.7K ﹤0.01%
275
634
$24.2K ﹤0.01%
370
635
$24K ﹤0.01%
1,000
636
$23.9K ﹤0.01%
400
637
$23.7K ﹤0.01%
1,500
+500
638
$23.3K ﹤0.01%
389
639
$23.3K ﹤0.01%
2,226
-527
640
$23.1K ﹤0.01%
292
+200
641
$23K ﹤0.01%
364
642
$23K ﹤0.01%
280
643
$22.9K ﹤0.01%
255
644
$22.2K ﹤0.01%
701
645
$21.6K ﹤0.01%
200
-240
646
$21.1K ﹤0.01%
398
+108
647
$21.1K ﹤0.01%
150
648
$20.8K ﹤0.01%
551
+1
649
$20.8K ﹤0.01%
+2,000
650
$20.6K ﹤0.01%
400
24 25
26
27 28