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
151
$1.06M 0.15%
4,490
-112
152
$1.06M 0.15%
2,771
-2
153
$1.05M 0.14%
7,458
-522
154
$1.04M 0.14%
13,427
-430
155
$1.04M 0.14%
41,244
+624
156
$1.03M 0.14%
25,100
-120
157
$1.03M 0.14%
13,897
+2,974
158
$1.02M 0.14%
27,492
-114
159
$1.01M 0.14%
7,781
+926
160
$997K 0.14%
4,614
-134
161
$993K 0.14%
2,733
+465
162
$984K 0.14%
18,000
-1,800
163
$979K 0.14%
16,204
+2,052
164
$977K 0.14%
7,226
+195
165
$973K 0.13%
27,861
+6,430
166
$964K 0.13%
2,540
+182
167
$962K 0.13%
6,243
+419
168
$961K 0.13%
5,104
+250
169
$957K 0.13%
641
+161
170
$954K 0.13%
10,031
+1
171
$952K 0.13%
1,803
+177
172
$948K 0.13%
1,933
+143
173
$928K 0.13%
13,838
+736
174
$925K 0.13%
4,490
-25
175
$911K 0.13%
8,951
+1,535
5 6
7
8 9