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
801
$5.23K ﹤0.01%
1,000
802
$5.2K ﹤0.01%
45
803
$5.15K ﹤0.01%
104
804
$5.14K ﹤0.01%
79
805
$5.12K ﹤0.01%
+41
806
$5K ﹤0.01%
+50
807
$4.9K ﹤0.01%
+41
808
$4.89K ﹤0.01%
80
809
$4.88K ﹤0.01%
92
810
$4.85K ﹤0.01%
50
811
$4.85K ﹤0.01%
505
+3
812
$4.83K ﹤0.01%
86
813
$4.81K ﹤0.01%
100
814
$4.64K ﹤0.01%
+53
815
$4.57K ﹤0.01%
200
816
$4.53K ﹤0.01%
+50
817
$4.49K ﹤0.01%
200
818
$4.41K ﹤0.01%
40
819
$4.37K ﹤0.01%
320
820
$4.36K ﹤0.01%
180
821
$4.24K ﹤0.01%
58
822
$4.18K ﹤0.01%
66
823
$4.16K ﹤0.01%
50
824
$4.09K ﹤0.01%
24
825
$4.07K ﹤0.01%
14
31 32
33
34 35