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
726
$10.5K ﹤0.01%
432
727
$10.3K ﹤0.01%
300
728
$10.2K ﹤0.01%
120
729
$10.2K ﹤0.01%
45
730
$10.1K ﹤0.01%
775
731
$10.1K ﹤0.01%
100
732
$10.1K ﹤0.01%
+1,400
733
$9.42K ﹤0.01%
375
734
$9.31K ﹤0.01%
233
-136
735
$9.3K ﹤0.01%
215
736
$9.28K ﹤0.01%
250
737
$9.13K ﹤0.01%
300
738
$8.98K ﹤0.01%
174
739
$8.88K ﹤0.01%
58
+18
740
$8.74K ﹤0.01%
418
+56
741
$8.7K ﹤0.01%
100
742
$8.64K ﹤0.01%
41
743
$8.57K ﹤0.01%
350
744
$8.51K ﹤0.01%
500
745
$8.46K ﹤0.01%
350
746
$8K ﹤0.01%
900
747
$7.91K ﹤0.01%
200
748
$7.91K ﹤0.01%
145
749
$7.7K ﹤0.01%
100
750
$7.69K ﹤0.01%
372
+58
28 29
30
31 32