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
851
$2.83K ﹤0.01%
50
852
$2.78K ﹤0.01%
100
-130
853
$2.76K ﹤0.01%
3
854
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855
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100
856
$2.71K ﹤0.01%
1,500
857
$2.68K ﹤0.01%
81
858
$2.6K ﹤0.01%
50
-9
859
$2.57K ﹤0.01%
50
860
$2.56K ﹤0.01%
100
861
$2.55K ﹤0.01%
+55
862
$2.5K ﹤0.01%
+69
863
$2.49K ﹤0.01%
130
864
$2.47K ﹤0.01%
16
865
$2.45K ﹤0.01%
+20
866
$2.44K ﹤0.01%
75
867
$2.42K ﹤0.01%
116
868
$2.4K ﹤0.01%
270
869
$2.38K ﹤0.01%
50
870
$2.37K ﹤0.01%
+45
871
$2.36K ﹤0.01%
36
872
$2.18K ﹤0.01%
80
873
$2.16K ﹤0.01%
80
874
$2.14K ﹤0.01%
40
875
$2.11K ﹤0.01%
100
33 34
35
36 37