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
726
$10.5K ﹤0.01%
72
+51
727
$10.5K ﹤0.01%
432
728
$10.3K ﹤0.01%
300
729
$10.2K ﹤0.01%
120
730
$10.2K ﹤0.01%
226
731
$10.1K ﹤0.01%
775
732
$10.1K ﹤0.01%
100
733
$10.1K ﹤0.01%
+1,400
734
$9.42K ﹤0.01%
375
735
$9.31K ﹤0.01%
233
-136
736
$9.3K ﹤0.01%
215
737
$9.28K ﹤0.01%
250
738
$9.13K ﹤0.01%
300
739
$8.98K ﹤0.01%
174
740
$8.88K ﹤0.01%
58
+18
741
$8.74K ﹤0.01%
418
+56
742
$8.7K ﹤0.01%
100
743
$8.64K ﹤0.01%
41
744
$8.57K ﹤0.01%
350
745
$8.51K ﹤0.01%
500
746
$8.46K ﹤0.01%
350
747
$8K ﹤0.01%
900
748
$7.91K ﹤0.01%
200
749
$7.91K ﹤0.01%
145
750
$7.7K ﹤0.01%
100