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
426
$54.5K 0.01%
917
427
$54.1K 0.01%
1,883
-896
428
$53.9K 0.01%
344
+230
429
$53.7K 0.01%
2,179
+2
430
$53.3K 0.01%
1,870
431
$52.4K 0.01%
681
432
$52.4K 0.01%
3,900
433
$52.1K 0.01%
1,430
+800
434
$52.1K 0.01%
+1,290
435
$51.7K 0.01%
1,924
-4,000
436
$51.7K 0.01%
850
437
$51.2K 0.01%
886
438
$51.1K 0.01%
438
439
$50.8K 0.01%
1,000
440
$50.7K 0.01%
750
441
$48.7K 0.01%
267
442
$48.6K 0.01%
440
443
$48.4K 0.01%
457
+250
444
$47K 0.01%
1,936
+1
445
$47K 0.01%
825
446
$46.4K 0.01%
402
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447
$46.2K 0.01%
794
+793
448
$45.5K 0.01%
3,007
449
$44.9K 0.01%
800
-100
450
$44.7K 0.01%
+497