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
926
$700 ﹤0.01%
17
927
$693 ﹤0.01%
50
928
$679 ﹤0.01%
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929
$637 ﹤0.01%
20
930
$602 ﹤0.01%
59
931
$599 ﹤0.01%
50
932
$572 ﹤0.01%
50
933
$549 ﹤0.01%
2
934
$523 ﹤0.01%
11
935
$501 ﹤0.01%
11
936
$459 ﹤0.01%
33
-12
937
$232 ﹤0.01%
13
938
$13 ﹤0.01%
1
939
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940
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941
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942
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943
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944
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-350
945
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946
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947
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949
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950
– –
-50
36 37
38
39 40