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
51
$3.98M 0.55%
183,096
-21,371
52
$3.97M 0.55%
65,934
+4,302
53
$3.86M 0.53%
11,112
-98
54
$3.8M 0.53%
62,821
+786
55
$3.69M 0.51%
33,530
+2,342
56
$3.68M 0.51%
34,465
+338
57
$3.66M 0.51%
114,057
-3,000
58
$3.62M 0.5%
168,370
+14,059
59
$3.62M 0.5%
13,275
+972
60
$3.54M 0.49%
63,854
+835
61
$3.52M 0.49%
160,593
+12,459
62
$3.51M 0.49%
22,552
+1,834
63
$3.48M 0.48%
23,486
-242
64
$3.39M 0.47%
14,769
+222
65
$3.38M 0.47%
55,080
66
$3.37M 0.47%
9,240
-21
67
$3.29M 0.45%
31,721
-590
68
$3.27M 0.45%
12,605
-165
69
$3.02M 0.42%
9,609
+487
70
$3M 0.41%
73,316
+2,066
71
$2.92M 0.4%
43,607
-458
72
$2.84M 0.39%
68,802
+2,643
73
$2.82M 0.39%
14,204
-17
74
$2.66M 0.37%
50,187
+3,962
75
$2.6M 0.36%
34,357
+2,007
1 2
3
4 5