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
276
$203K 0.04%
2,223
-35
277
$199K 0.04%
4,277
+3,315
278
$198K 0.04%
837
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$197K 0.04%
8,023
280
$196K 0.04%
1,192
-166
281
$196K 0.04%
8,118
282
$195K 0.04%
1,474
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283
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284
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285
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-240
286
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4,926
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288
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289
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290
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291
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292
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293
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294
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295
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296
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297
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298
$176K 0.04%
2,691
299
$174K 0.04%
5,545
+2,325
300
$172K 0.04%
19,541
-1,839
10 11
12
13 14