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
376
$86.9K 0.02%
2,413
377
$86.8K 0.02%
10,000
378
$86.2K 0.02%
1,260
-25
379
$85.1K 0.02%
1,558
380
$85K 0.02%
2,485
381
$84.1K 0.02%
1,000
382
$83.6K 0.02%
2,109
+40
383
$83K 0.02%
5,183
384
$81.9K 0.02%
776
385
$81.4K 0.02%
12,000
386
$80.2K 0.02%
5,120
+1,112
387
$79.8K 0.02%
2,471
-4,533
388
$78.8K 0.02%
1,788
389
$78.3K 0.02%
1,242
390
$77.6K 0.02%
5,532
391
$77.5K 0.02%
400
392
$76.1K 0.02%
354
+54
393
$74.9K 0.02%
370
-27
394
$74.3K 0.02%
1,225
+107
395
$74.3K 0.02%
518
396
$72.5K 0.01%
493
397
$72.4K 0.01%
2,212
+1,372
398
$72.1K 0.01%
2,900
+650
399
$72.1K 0.01%
1,575
400
$71.7K 0.01%
1,735
-50
14 15
16
17 18