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
1
$23.7M 3.28%
87,379
+546
2
$21.8M 3.02%
93,413
+1,536
3
$15M 2.08%
42,370
+3,303
4
$14.9M 2.06%
179,742
-6,695
5
$14.9M 2.06%
108,505
+2,054
6
$13.4M 1.85%
772,458
+14,358
7
$11.2M 1.55%
89,220
+120
8
$11.1M 1.53%
62,965
+1,418
9
$10.8M 1.49%
51,781
+571
10
$10.7M 1.48%
341,504
+84,146
11
$9.83M 1.36%
59,696
+1,923
12
$9.59M 1.33%
24,059
+1,711
13
$8.58M 1.19%
76,177
+1,806
14
$8.43M 1.17%
38,320
+1,015
15
$8.17M 1.13%
47,500
+800
16
$8.07M 1.12%
13,777
+671
17
$7.28M 1.01%
37,514
+1,002
18
$7.11M 0.98%
23,837
-17
19
$7.02M 0.97%
125,093
+2,407
20
$6.76M 0.94%
24,334
+1,298
21
$6.72M 0.93%
257,511
+7,128
22
$6.6M 0.91%
117,751
+2,974
23
$6.58M 0.91%
7,898
24
$6.42M 0.89%
16,023
+1,031
25
$6.41M 0.89%
55,291
-1,484
1
2 3 4 5