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
76
$2.59M 0.36%
23,174
-190
77
$2.56M 0.35%
98,276
-236
78
$2.54M 0.35%
11,421
+828
79
$2.49M 0.34%
17,467
+535
80
$2.45M 0.34%
10,325
-292
81
$2.45M 0.34%
23,376
+1,415
82
$2.39M 0.33%
38,230
-1,449
83
$2.33M 0.32%
10,283
+6,293
84
$2.29M 0.32%
23,103
+427
85
$2.28M 0.32%
5,320
-5
86
$2.26M 0.31%
27,066
-265
87
$2.21M 0.31%
9,824
+1,227
88
$2.19M 0.3%
27,152
-398
89
$2.15M 0.3%
9,031
+44
90
$2.14M 0.3%
29,174
+17
91
$2.11M 0.29%
34,757
+3,345
92
$2.07M 0.29%
54,885
-300
93
$2.07M 0.29%
8,736
+752
94
$2.02M 0.28%
4,933
+45
95
$2.01M 0.28%
8,266
-225
96
$2M 0.28%
10,407
+745
97
$1.95M 0.27%
52,435
98
$1.9M 0.26%
8,748
+580
99
$1.77M 0.25%
34,400
-85
100
$1.77M 0.24%
15,021
+6,384
2 3
4
5 6