AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
676
$17.1K ﹤0.01%
1,000
677
$17K ﹤0.01%
275
678
$16.9K ﹤0.01%
240
-485
679
$16.3K ﹤0.01%
100
-196
680
$16.2K ﹤0.01%
190
681
$16.1K ﹤0.01%
300
682
$15.7K ﹤0.01%
200
683
$15.3K ﹤0.01%
200
684
$15.1K ﹤0.01%
1,000
685
$15.1K ﹤0.01%
100
-1,695
686
$14.6K ﹤0.01%
50
687
$14.5K ﹤0.01%
216
688
$14.5K ﹤0.01%
1,000
689
$14.5K ﹤0.01%
200
690
$14.1K ﹤0.01%
1,000
691
$14K ﹤0.01%
225
692
$13.9K ﹤0.01%
1,950
693
$13.7K ﹤0.01%
105
694
$13.7K ﹤0.01%
+268
695
$13.5K ﹤0.01%
258
696
$13.2K ﹤0.01%
+315
697
$13.2K ﹤0.01%
222
698
$13.1K ﹤0.01%
249
699
$13K ﹤0.01%
180
700
$12.9K ﹤0.01%
264
26 27
28
29 30