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
101
$1.75M 0.24%
14,559
-57
102
$1.74M 0.24%
796
+79
103
$1.71M 0.24%
7,079
-379
104
$1.71M 0.24%
3,862
-20
105
$1.71M 0.24%
32,475
+1,057
106
$1.7M 0.24%
19,946
+421
107
$1.69M 0.23%
8,582
+517
108
$1.68M 0.23%
10,179
+279
109
$1.65M 0.23%
4,170
-723
110
$1.63M 0.23%
109,825
111
$1.61M 0.22%
34,158
+2,484
112
$1.59M 0.22%
33,475
+550
113
$1.58M 0.22%
7,284
+457
114
$1.57M 0.22%
6,796
+790
115
$1.57M 0.22%
7,824
-1
116
$1.56M 0.22%
8,143
+193
117
$1.56M 0.22%
18,099
-477
118
$1.53M 0.21%
14,286
119
$1.52M 0.21%
5,506
120
$1.52M 0.21%
53,428
+4,025
121
$1.47M 0.2%
12,387
-176
122
$1.39M 0.19%
8,790
+183
123
$1.39M 0.19%
4,725
+397
124
$1.37M 0.19%
10,231
+1,087
125
$1.35M 0.19%
7,084
-1,690
3 4
5
6 7