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
851
$2.83K ﹤0.01%
50
852
$2.83K ﹤0.01%
50
853
$2.78K ﹤0.01%
100
-130
854
$2.76K ﹤0.01%
3
855
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856
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100
857
$2.71K ﹤0.01%
1,500
858
$2.68K ﹤0.01%
81
859
$2.6K ﹤0.01%
50
-9
860
$2.57K ﹤0.01%
50
861
$2.56K ﹤0.01%
100
862
$2.55K ﹤0.01%
+55
863
$2.5K ﹤0.01%
+69
864
$2.49K ﹤0.01%
130
865
$2.47K ﹤0.01%
16
866
$2.45K ﹤0.01%
+20
867
$2.44K ﹤0.01%
75
868
$2.42K ﹤0.01%
116
869
$2.4K ﹤0.01%
270
870
$2.38K ﹤0.01%
50
871
$2.37K ﹤0.01%
+45
872
$2.36K ﹤0.01%
36
873
$2.18K ﹤0.01%
80
874
$2.16K ﹤0.01%
80
875
$2.14K ﹤0.01%
40
33 34
35
36 37