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
926
$760 ﹤0.01%
196
-3
927
$705 ﹤0.01%
20
928
$700 ﹤0.01%
17
929
$693 ﹤0.01%
50
930
$679 ﹤0.01%
79
931
$637 ﹤0.01%
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932
$602 ﹤0.01%
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933
$599 ﹤0.01%
50
934
$572 ﹤0.01%
50
935
$549 ﹤0.01%
2
936
$523 ﹤0.01%
11
937
$501 ﹤0.01%
11
938
$459 ﹤0.01%
33
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939
$232 ﹤0.01%
13
940
$13 ﹤0.01%
1
941
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942
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943
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944
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945
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950
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36 37
38
39 40