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
876
$2.11K ﹤0.01%
100
877
$2.07K ﹤0.01%
+142
878
$2.02K ﹤0.01%
480
879
$2.02K ﹤0.01%
10
-675
880
$1.99K ﹤0.01%
30
881
$1.9K ﹤0.01%
166
882
$1.87K ﹤0.01%
40
883
$1.86K ﹤0.01%
54
884
$1.84K ﹤0.01%
30
885
$1.83K ﹤0.01%
17
-17
886
$1.82K ﹤0.01%
50
-100
887
$1.78K ﹤0.01%
49
888
$1.75K ﹤0.01%
+150
889
$1.75K ﹤0.01%
12
890
$1.71K ﹤0.01%
+125
891
$1.71K ﹤0.01%
40
892
$1.7K ﹤0.01%
+24
893
$1.7K ﹤0.01%
8
-8
894
$1.69K ﹤0.01%
26
895
$1.68K ﹤0.01%
10
896
$1.67K ﹤0.01%
100
897
$1.66K ﹤0.01%
44
898
$1.65K ﹤0.01%
40
899
$1.64K ﹤0.01%
+35
900
$1.63K ﹤0.01%
11
34 35
36
37 38