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
301
$169K 0.03%
6,580
+400
302
$169K 0.03%
4,942
-1,136
303
$167K 0.03%
6,620
-1,224
304
$166K 0.03%
12,280
+240
305
$166K 0.03%
5,160
306
$164K 0.03%
3,172
-1,342
307
$163K 0.03%
1,510
-852
308
$163K 0.03%
6,663
309
$162K 0.03%
4,951
+3,104
310
$162K 0.03%
3,350
-270
311
$162K 0.03%
2,600
-575
312
$160K 0.03%
5,025
313
$159K 0.03%
11,072
+2,240
314
$158K 0.03%
5,071
315
$158K 0.03%
3,480
316
$156K 0.03%
5,562
-61
317
$153K 0.03%
649
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318
$150K 0.03%
7,800
319
$149K 0.03%
3,170
+100
320
$145K 0.03%
37,101
-2,753
321
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+798
322
$143K 0.03%
1,693
+345
323
$143K 0.03%
878
-12
324
$142K 0.03%
5,243
-638
325
$142K 0.03%
2,639
+2,339
11 12
13
14 15