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
776
$6.48K ﹤0.01%
40
777
$6.47K ﹤0.01%
220
778
$6.45K ﹤0.01%
116
-69
779
$6.43K ﹤0.01%
375
780
$6.35K ﹤0.01%
125
781
$6.35K ﹤0.01%
350
782
$6.35K ﹤0.01%
+122
783
$6.31K ﹤0.01%
204
784
$6.28K ﹤0.01%
126
785
$6.25K ﹤0.01%
+405
786
$6.23K ﹤0.01%
4
787
$6.22K ﹤0.01%
40
788
$6.08K ﹤0.01%
150
789
$5.97K ﹤0.01%
45
790
$5.92K ﹤0.01%
50
791
$5.83K ﹤0.01%
+215
792
$5.81K ﹤0.01%
100
793
$5.79K ﹤0.01%
+118
794
$5.66K ﹤0.01%
+200
795
$5.62K ﹤0.01%
80
-1
796
$5.46K ﹤0.01%
57
797
$5.35K ﹤0.01%
41
+15
798
$5.31K ﹤0.01%
142
799
$5.3K ﹤0.01%
+106
800
$5.29K ﹤0.01%
67
+43
30 31
32
33 34