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
676
$17K ﹤0.01%
275
677
$16.9K ﹤0.01%
240
-485
678
$16.3K ﹤0.01%
100
-196
679
$16.2K ﹤0.01%
190
680
$16.1K ﹤0.01%
300
681
$15.7K ﹤0.01%
200
682
$15.3K ﹤0.01%
200
683
$15.1K ﹤0.01%
1,000
684
$15.1K ﹤0.01%
100
-1,695
685
$14.6K ﹤0.01%
50
686
$14.5K ﹤0.01%
216
687
$14.5K ﹤0.01%
1,000
688
$14.5K ﹤0.01%
200
689
$14.1K ﹤0.01%
1,000
690
$14K ﹤0.01%
225
691
$13.9K ﹤0.01%
1,950
692
$13.7K ﹤0.01%
105
693
$13.7K ﹤0.01%
+268
694
$13.5K ﹤0.01%
258
695
$13.2K ﹤0.01%
+315
696
$13.2K ﹤0.01%
222
697
$13.1K ﹤0.01%
249
698
$13K ﹤0.01%
180
699
$12.9K ﹤0.01%
264
700
$12.6K ﹤0.01%
64
26 27
28
29 30