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
826
$4.07K ﹤0.01%
14
827
$4.01K ﹤0.01%
85
828
$3.99K ﹤0.01%
30
829
$3.9K ﹤0.01%
210
-6
830
$3.9K ﹤0.01%
+50
831
$3.87K ﹤0.01%
16
832
$3.86K ﹤0.01%
52
833
$3.83K ﹤0.01%
250
834
$3.74K ﹤0.01%
+33
835
$3.73K ﹤0.01%
200
836
$3.71K ﹤0.01%
186
837
$3.71K ﹤0.01%
103
838
$3.59K ﹤0.01%
102
839
$3.58K ﹤0.01%
15
840
$3.47K ﹤0.01%
20
841
$3.46K ﹤0.01%
62
842
$3.29K ﹤0.01%
13
843
$3.23K ﹤0.01%
167
844
$3.19K ﹤0.01%
40
845
$3.04K ﹤0.01%
105
846
$3.03K ﹤0.01%
35
847
$2.98K ﹤0.01%
52
848
$2.98K ﹤0.01%
50
849
$2.9K ﹤0.01%
10
850
$2.85K ﹤0.01%
151
-289
32 33
34
35 36