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
$493M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$855K
3
+$850K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$764K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$680K

Top Sells

1
+$720K
2
+$556K
3
+$304K
4
WELL icon
Welltower
WELL
+$286K
5
L icon
Loews
L
+$249K

Sector Composition

1 Technology 14.46%
2 Healthcare 12.08%
3 Financials 10.21%
4 Industrials 8.94%
5 Communication Services 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$286K 0.06%
3,560
+6
227
$286K 0.06%
+3,519
228
$282K 0.06%
5,808
-1,329
229
$279K 0.06%
1,273
+205
230
$279K 0.06%
5,930
-1,070
231
$271K 0.06%
8,251
-1,564
232
$269K 0.05%
18,875
233
$266K 0.05%
5,105
-45
234
$264K 0.05%
1,250
-105
235
$262K 0.05%
22,781
-2,487
236
$261K 0.05%
2,696
-60
237
$260K 0.05%
2,913
+314
238
$258K 0.05%
10,310
-2,600
239
$258K 0.05%
3,424
240
$257K 0.05%
16,750
-13,955
241
$256K 0.05%
265
242
$256K 0.05%
3,130
-14
243
$255K 0.05%
11,166
244
$249K 0.05%
8,494
-744
245
$246K 0.05%
6,809
-69
246
$245K 0.05%
4,435
+40
247
$243K 0.05%
1,801
-400
248
$239K 0.05%
7,050
-2,898
249
$237K 0.05%
+6,291
250
$236K 0.05%
1,544
+31
8 9
10
11 12