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
476
$38.3K 0.01%
750
477
$38.1K 0.01%
1,824
+151
478
$38.1K 0.01%
314
479
$37.5K 0.01%
170
480
$37.3K 0.01%
286
-31
481
$36.9K 0.01%
+462
482
$36.9K 0.01%
197
483
$36.8K 0.01%
766
+648
484
$36.6K 0.01%
1,084
485
$36K 0.01%
1,707
486
$35.2K 0.01%
380
-36
487
$35.1K 0.01%
319
-12
488
$35K 0.01%
1,500
-1,400
489
$35K 0.01%
650
490
$35K 0.01%
1,162
491
$34.9K 0.01%
+970
492
$34.8K 0.01%
660
-80
493
$34.7K 0.01%
+660
494
$34.3K 0.01%
668
495
$34K 0.01%
1,319
-1,200
496
$33.9K 0.01%
2,437
-1,500
497
$33.9K 0.01%
100
498
$33.9K 0.01%
536
-173
499
$33.7K 0.01%
1,340
-67
500
$33.6K 0.01%
85
18 19
20
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