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
751
$7.69K ﹤0.01%
372
+58
752
$7.65K ﹤0.01%
+500
753
$7.45K ﹤0.01%
100
-435
754
$7.34K ﹤0.01%
175
+25
755
$7.27K ﹤0.01%
20
756
$7.27K ﹤0.01%
50
757
$7.26K ﹤0.01%
1,017
+8
758
$7.14K ﹤0.01%
76
-903
759
$7.08K ﹤0.01%
400
760
$7.02K ﹤0.01%
50
-50
761
$7K ﹤0.01%
607
+3
762
$6.96K ﹤0.01%
422
763
$6.83K ﹤0.01%
83
-21
764
$6.79K ﹤0.01%
150
765
$6.78K ﹤0.01%
+297
766
$6.75K ﹤0.01%
46
767
$6.72K ﹤0.01%
+273
768
$6.71K ﹤0.01%
280
769
$6.66K ﹤0.01%
+156
770
$6.62K ﹤0.01%
44
-500
771
$6.6K ﹤0.01%
100
772
$6.58K ﹤0.01%
300
773
$6.54K ﹤0.01%
97
774
$6.5K ﹤0.01%
40
+28
775
$6.48K ﹤0.01%
40
29 30
31
32 33