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
326
$141K 0.03%
5,636
-32
327
$140K 0.03%
1,020
+20
328
$139K 0.03%
1,315
+150
329
$137K 0.03%
5,000
-1,000
330
$135K 0.03%
1,247
331
$134K 0.03%
5,579
-98
332
$133K 0.03%
2,700
333
$132K 0.03%
2,300
-225
334
$131K 0.03%
2,050
335
$130K 0.03%
2,907
-100
336
$130K 0.03%
845
337
$125K 0.03%
10,420
-541
338
$123K 0.03%
1,005
339
$122K 0.02%
2,606
-99
340
$120K 0.02%
1,878
+821
341
$119K 0.02%
2,239
342
$117K 0.02%
5,200
343
$117K 0.02%
1,943
+618
344
$116K 0.02%
5,500
345
$113K 0.02%
6,501
+1,878
346
$111K 0.02%
1,832
+1,276
347
$111K 0.02%
4,050
348
$110K 0.02%
815
+40
349
$109K 0.02%
1,065
350
$108K 0.02%
1,110
+34
12 13
14
15 16