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
651
$20.6K ﹤0.01%
400
652
$20.5K ﹤0.01%
+2,000
653
$20.4K ﹤0.01%
300
+50
654
$20.4K ﹤0.01%
+2,000
655
$20.3K ﹤0.01%
550
656
$20.2K ﹤0.01%
+2,000
657
$20.1K ﹤0.01%
100
658
$19.9K ﹤0.01%
150
659
$19.9K ﹤0.01%
235
660
$19.8K ﹤0.01%
+2,000
661
$19.7K ﹤0.01%
246
662
$19.6K ﹤0.01%
+450
663
$19.6K ﹤0.01%
270
664
$19.3K ﹤0.01%
400
665
$19.3K ﹤0.01%
+500
666
$19.2K ﹤0.01%
405
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$18.7K ﹤0.01%
137
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668
$18.7K ﹤0.01%
5,000
669
$18.3K ﹤0.01%
1,000
670
$18.1K ﹤0.01%
530
671
$17.6K ﹤0.01%
515
672
$17.4K ﹤0.01%
184
-65
673
$17.3K ﹤0.01%
122
+47
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$17.2K ﹤0.01%
214
675
$17.1K ﹤0.01%
330
+130