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
126
$1.34M 0.19%
5,607
127
$1.32M 0.18%
9,569
+8,818
128
$1.28M 0.18%
7,737
-641
129
$1.28M 0.18%
70,350
+14,906
130
$1.27M 0.18%
21,268
-697
131
$1.27M 0.18%
10,900
+2,555
132
$1.26M 0.17%
13,979
-24
133
$1.25M 0.17%
47,589
+2
134
$1.24M 0.17%
12,885
+1,201
135
$1.23M 0.17%
22,972
136
$1.22M 0.17%
36,900
-100
137
$1.2M 0.17%
3,320
-110
138
$1.19M 0.16%
4,072
+708
139
$1.18M 0.16%
23,107
-92
140
$1.18M 0.16%
3,110
141
$1.17M 0.16%
14,390
-300
142
$1.17M 0.16%
10,450
143
$1.17M 0.16%
5,222
-45
144
$1.14M 0.16%
7,548
+1,152
145
$1.13M 0.16%
1,292
+8
146
$1.11M 0.15%
32,355
-34
147
$1.11M 0.15%
16,632
+2,480
148
$1.09M 0.15%
3,793
-35
149
$1.08M 0.15%
21,930
+835
150
$1.07M 0.15%
13,011
-366
4 5
6
7 8