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
201
$666K 0.09%
5,199
202
$660K 0.09%
13,842
+215
203
$652K 0.09%
15,574
204
$647K 0.09%
2,382
-79
205
$639K 0.09%
10,430
+4,610
206
$638K 0.09%
21,625
207
$626K 0.09%
5,978
-47
208
$624K 0.09%
1,346
+275
209
$614K 0.08%
3,975
+51
210
$613K 0.08%
10,800
211
$607K 0.08%
3,705
+285
212
$593K 0.08%
3,940
-37
213
$593K 0.08%
3,183
-140
214
$591K 0.08%
2,695
+1,178
215
$591K 0.08%
5,069
+139
216
$575K 0.08%
14,094
+5,131
217
$571K 0.08%
8,780
+450
218
$569K 0.08%
2,873
+1
219
$563K 0.08%
7,134
220
$553K 0.08%
27,395
221
$550K 0.08%
3,565
+425
222
$548K 0.08%
3,637
+350
223
$536K 0.07%
14,708
-89
224
$534K 0.07%
2,736
-60
225
$531K 0.07%
6,274
-700
7 8
9
10 11