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
651
$20.5K ﹤0.01%
+2,000
652
$20.4K ﹤0.01%
300
+50
653
$20.4K ﹤0.01%
+2,000
654
$20.3K ﹤0.01%
550
655
$20.2K ﹤0.01%
+2,000
656
$20.1K ﹤0.01%
100
657
$19.9K ﹤0.01%
150
658
$19.9K ﹤0.01%
235
659
$19.8K ﹤0.01%
+2,000
660
$19.7K ﹤0.01%
246
661
$19.6K ﹤0.01%
+450
662
$19.6K ﹤0.01%
270
663
$19.3K ﹤0.01%
400
664
$19.3K ﹤0.01%
+500
665
$19.2K ﹤0.01%
405
666
$18.7K ﹤0.01%
137
-229
667
$18.7K ﹤0.01%
5,000
668
$18.3K ﹤0.01%
1,000
669
$18.1K ﹤0.01%
530
670
$17.6K ﹤0.01%
540
671
$17.4K ﹤0.01%
184
-65
672
$17.3K ﹤0.01%
122
+47
673
$17.2K ﹤0.01%
214
674
$17.1K ﹤0.01%
330
+130
675
$17.1K ﹤0.01%
1,000
25 26
27
28 29