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
26
$4.4M 0.89%
150,762
-2,965
27
$4.31M 0.87%
20,232
+2,876
28
$4.11M 0.83%
25,152
+5,201
29
$4.09M 0.83%
184,247
+11,420
30
$4.07M 0.83%
186,872
+22,678
31
$3.95M 0.8%
12,847
+131
32
$3.91M 0.79%
34,589
-50
33
$3.84M 0.78%
12,304
+864
34
$3.76M 0.76%
27,067
+378
35
$3.63M 0.74%
170,381
+16,199
36
$3.63M 0.74%
73,426
+2,713
37
$3.6M 0.73%
167,062
+201
38
$3.59M 0.73%
34,564
+1,145
39
$3.56M 0.72%
57,260
+6,990
40
$3.55M 0.72%
103,479
+33,426
41
$3.43M 0.7%
158,374
+19,464
42
$3.43M 0.7%
74,072
+3,711
43
$3.41M 0.69%
152,514
+11,293
44
$3.24M 0.66%
31,441
+549
45
$3.18M 0.65%
7,212
+475
46
$3.06M 0.62%
22,050
-222
47
$3.04M 0.62%
131,536
+15,792
48
$2.99M 0.61%
135,907
+14,745
49
$2.92M 0.59%
48,993
+1,977
50
$2.89M 0.59%
14,182
+1,235
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