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
901
$1.61K ﹤0.01%
30
902
$1.57K ﹤0.01%
+12
903
$1.55K ﹤0.01%
50
904
$1.53K ﹤0.01%
38
905
$1.5K ﹤0.01%
15
906
$1.49K ﹤0.01%
4
907
$1.49K ﹤0.01%
150
908
$1.49K ﹤0.01%
50
909
$1.49K ﹤0.01%
28
910
$1.43K ﹤0.01%
30
911
$1.34K ﹤0.01%
16
912
$1.31K ﹤0.01%
211
913
$1.31K ﹤0.01%
46
914
$1.29K ﹤0.01%
13
915
$1.24K ﹤0.01%
6
916
$1.23K ﹤0.01%
84
917
$1.18K ﹤0.01%
50
918
$1.15K ﹤0.01%
50
-7
919
$1.13K ﹤0.01%
49
920
$1.11K ﹤0.01%
+200
921
$1.11K ﹤0.01%
55
922
$1.09K ﹤0.01%
41
923
$964 ﹤0.01%
21
924
$908 ﹤0.01%
220
-386
925
$768 ﹤0.01%
2
-1
35 36
37
38 39