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
176
$884K 0.12%
7,190
+35
177
$848K 0.12%
6,700
+25
178
$835K 0.12%
11,796
+288
179
$834K 0.12%
34,027
-126
180
$823K 0.11%
41,738
+58
181
$806K 0.11%
8,914
+202
182
$804K 0.11%
8,815
-300
183
$804K 0.11%
13,740
184
$794K 0.11%
7,785
185
$788K 0.11%
9,637
+810
186
$784K 0.11%
32,480
187
$778K 0.11%
8,091
188
$776K 0.11%
70,742
-4,225
189
$765K 0.11%
14,235
190
$729K 0.1%
3,887
+221
191
$720K 0.1%
10,399
192
$719K 0.1%
9,750
+650
193
$716K 0.1%
3,162
+414
194
$704K 0.1%
5,394
-60
195
$697K 0.1%
+15,311
196
$686K 0.09%
2,678
+410
197
$684K 0.09%
10,795
+174
198
$681K 0.09%
1,640
+5
199
$680K 0.09%
8,175
+1
200
$673K 0.09%
33,640
+12,400
6 7
8
9 10