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
876
$2.07K ﹤0.01%
+142
877
$2.02K ﹤0.01%
480
878
$2.02K ﹤0.01%
10
-675
879
$1.99K ﹤0.01%
30
880
$1.9K ﹤0.01%
166
881
$1.87K ﹤0.01%
40
882
$1.86K ﹤0.01%
54
883
$1.84K ﹤0.01%
30
884
$1.83K ﹤0.01%
17
-17
885
$1.82K ﹤0.01%
50
-100
886
$1.78K ﹤0.01%
49
887
$1.75K ﹤0.01%
+150
888
$1.75K ﹤0.01%
12
889
$1.71K ﹤0.01%
+125
890
$1.71K ﹤0.01%
40
891
$1.7K ﹤0.01%
+24
892
$1.7K ﹤0.01%
8
-8
893
$1.69K ﹤0.01%
26
894
$1.68K ﹤0.01%
10
895
$1.67K ﹤0.01%
100
896
$1.66K ﹤0.01%
44
897
$1.65K ﹤0.01%
40
898
$1.64K ﹤0.01%
+35
899
$1.63K ﹤0.01%
11
900
$1.61K ﹤0.01%
30
34 35
36
37 38