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
701
$12.6K ﹤0.01%
64
702
$12.5K ﹤0.01%
249
703
$12.5K ﹤0.01%
40
704
$12.5K ﹤0.01%
1,500
705
$12.5K ﹤0.01%
146
706
$12.4K ﹤0.01%
200
707
$12.4K ﹤0.01%
740
708
$12.3K ﹤0.01%
714
709
$12.2K ﹤0.01%
100
710
$12.1K ﹤0.01%
255
-308
711
$11.8K ﹤0.01%
87
712
$11.8K ﹤0.01%
300
713
$11.7K ﹤0.01%
130
714
$11.7K ﹤0.01%
36
715
$11.6K ﹤0.01%
100
716
$11.6K ﹤0.01%
740
717
$11.6K ﹤0.01%
393
718
$11.5K ﹤0.01%
333
719
$11.4K ﹤0.01%
408
720
$11.4K ﹤0.01%
200
+150
721
$11.2K ﹤0.01%
360
-85
722
$11.2K ﹤0.01%
138
723
$11.1K ﹤0.01%
146
-123
724
$10.9K ﹤0.01%
55
725
$10.7K ﹤0.01%
250
27 28
29
30 31