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
701
$12.5K ﹤0.01%
249
702
$12.5K ﹤0.01%
40
703
$12.5K ﹤0.01%
1,500
704
$12.5K ﹤0.01%
146
705
$12.4K ﹤0.01%
200
706
$12.4K ﹤0.01%
740
707
$12.3K ﹤0.01%
714
708
$12.2K ﹤0.01%
100
709
$12.1K ﹤0.01%
255
-308
710
$11.8K ﹤0.01%
87
711
$11.8K ﹤0.01%
300
712
$11.7K ﹤0.01%
130
713
$11.7K ﹤0.01%
36
714
$11.6K ﹤0.01%
100
715
$11.6K ﹤0.01%
740
716
$11.6K ﹤0.01%
393
717
$11.5K ﹤0.01%
333
718
$11.4K ﹤0.01%
408
719
$11.4K ﹤0.01%
200
+150
720
$11.2K ﹤0.01%
360
-85
721
$11.2K ﹤0.01%
138
722
$11.1K ﹤0.01%
146
-123
723
$10.9K ﹤0.01%
55
724
$10.7K ﹤0.01%
250
725
$10.5K ﹤0.01%
72
+51
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