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
251
$236K 0.05%
8,800
252
$235K 0.05%
1,644
+189
253
$234K 0.05%
43,230
-300
254
$233K 0.05%
715
+90
255
$232K 0.05%
1,965
+521
256
$232K 0.05%
7,595
-2,970
257
$230K 0.05%
4,400
258
$230K 0.05%
3,175
+1,000
259
$229K 0.05%
1,383
+185
260
$228K 0.05%
4,843
+301
261
$224K 0.05%
1,570
+45
262
$223K 0.05%
1,000
263
$223K 0.05%
2,128
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264
$218K 0.04%
2,794
-100
265
$218K 0.04%
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-350
266
$216K 0.04%
988
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267
$213K 0.04%
848
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268
$212K 0.04%
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269
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2,145
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270
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271
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272
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273
$207K 0.04%
3,015
-35
274
$205K 0.04%
3,284
-1,346
275
$203K 0.04%
4,000
9 10
11
12 13