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
351
$107K 0.02%
1,236
352
$107K 0.02%
2,940
+190
353
$106K 0.02%
610
-15
354
$106K 0.02%
318
355
$105K 0.02%
+1,305
356
$103K 0.02%
2,190
-145
357
$103K 0.02%
2,450
-150
358
$101K 0.02%
3,267
359
$101K 0.02%
10,780
360
$101K 0.02%
1,909
+154
361
$99.6K 0.02%
1,003
+478
362
$97.5K 0.02%
2,807
-1,049
363
$95.3K 0.02%
939
+105
364
$94.8K 0.02%
392
+100
365
$94.5K 0.02%
2,090
366
$94.4K 0.02%
2,001
+155
367
$94.1K 0.02%
1,394
368
$93.4K 0.02%
1,200
-1,900
369
$92.8K 0.02%
911
370
$92.1K 0.02%
7,472
-738
371
$90.9K 0.02%
4,788
372
$90.7K 0.02%
270
373
$90.2K 0.02%
3,748
-859
374
$87.7K 0.02%
1,915
-235
375
$87K 0.02%
1,979
13 14
15
16 17