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
826
$4.01K ﹤0.01%
85
827
$3.99K ﹤0.01%
30
828
$3.9K ﹤0.01%
210
-6
829
$3.9K ﹤0.01%
+50
830
$3.87K ﹤0.01%
16
831
$3.86K ﹤0.01%
52
832
$3.83K ﹤0.01%
250
833
$3.74K ﹤0.01%
+33
834
$3.73K ﹤0.01%
200
835
$3.71K ﹤0.01%
186
836
$3.71K ﹤0.01%
103
837
$3.59K ﹤0.01%
102
838
$3.58K ﹤0.01%
15
839
$3.47K ﹤0.01%
20
840
$3.46K ﹤0.01%
62
841
$3.29K ﹤0.01%
13
842
$3.23K ﹤0.01%
167
843
$3.19K ﹤0.01%
40
844
$3.04K ﹤0.01%
105
845
$3.03K ﹤0.01%
35
846
$2.98K ﹤0.01%
52
847
$2.98K ﹤0.01%
50
848
$2.9K ﹤0.01%
10
849
$2.85K ﹤0.01%
151
-289
850
$2.83K ﹤0.01%
50
32 33
34
35 36