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
776
$6.47K ﹤0.01%
220
777
$6.45K ﹤0.01%
116
-69
778
$6.43K ﹤0.01%
375
779
$6.35K ﹤0.01%
125
780
$6.35K ﹤0.01%
350
781
$6.35K ﹤0.01%
+183
782
$6.31K ﹤0.01%
204
783
$6.28K ﹤0.01%
126
784
$6.25K ﹤0.01%
+405
785
$6.23K ﹤0.01%
4
786
$6.22K ﹤0.01%
40
787
$6.08K ﹤0.01%
150
788
$5.97K ﹤0.01%
45
789
$5.92K ﹤0.01%
50
790
$5.83K ﹤0.01%
+215
791
$5.81K ﹤0.01%
100
792
$5.79K ﹤0.01%
+118
793
$5.66K ﹤0.01%
+200
794
$5.62K ﹤0.01%
80
-1
795
$5.46K ﹤0.01%
57
796
$5.35K ﹤0.01%
41
+15
797
$5.31K ﹤0.01%
142
798
$5.3K ﹤0.01%
+106
799
$5.29K ﹤0.01%
67
+43
800
$5.25K ﹤0.01%
390
30 31
32
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