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
401
$70.7K 0.01%
2,300
402
$69.7K 0.01%
5,050
403
$69.7K 0.01%
1,320
404
$69.7K 0.01%
925
-25
405
$68K 0.01%
1,238
406
$67.1K 0.01%
1,688
+1,575
407
$67K 0.01%
1,370
408
$66.6K 0.01%
2,447
409
$66K 0.01%
919
410
$64.6K 0.01%
3,100
411
$64.6K 0.01%
3,936
-100
412
$63K 0.01%
1,572
413
$62.9K 0.01%
355
414
$62.6K 0.01%
3,511
+6
415
$61.9K 0.01%
650
416
$61.7K 0.01%
2,060
-250
417
$61.4K 0.01%
1,500
418
$61.2K 0.01%
550
+50
419
$60.2K 0.01%
1,200
-56
420
$59.4K 0.01%
+573
421
$59.4K 0.01%
450
+40
422
$57.4K 0.01%
1,600
+370
423
$55.8K 0.01%
956
424
$55.6K 0.01%
435
425
$55.3K 0.01%
2,037
-74
15 16
17
18 19