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
801
$5.25K ﹤0.01%
390
802
$5.23K ﹤0.01%
1,000
803
$5.2K ﹤0.01%
45
804
$5.15K ﹤0.01%
104
805
$5.14K ﹤0.01%
79
806
$5.12K ﹤0.01%
+41
807
$5K ﹤0.01%
+50
808
$4.9K ﹤0.01%
+41
809
$4.89K ﹤0.01%
80
810
$4.88K ﹤0.01%
92
811
$4.85K ﹤0.01%
50
812
$4.85K ﹤0.01%
505
+3
813
$4.83K ﹤0.01%
86
814
$4.81K ﹤0.01%
100
815
$4.64K ﹤0.01%
+53
816
$4.57K ﹤0.01%
200
817
$4.53K ﹤0.01%
+50
818
$4.49K ﹤0.01%
200
819
$4.41K ﹤0.01%
40
820
$4.37K ﹤0.01%
320
821
$4.36K ﹤0.01%
180
822
$4.24K ﹤0.01%
58
823
$4.18K ﹤0.01%
66
824
$4.16K ﹤0.01%
50
825
$4.09K ﹤0.01%
24
31 32
33
34 35