AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$1.37M
2
+$838K
3
+$827K
4
IHI icon
iShares US Medical Devices ETF
IHI
+$741K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$664K

Top Sells

1
+$732K
2
+$556K
3
+$331K
4
WELL icon
Welltower
WELL
+$286K
5
L icon
Loews
L
+$257K

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
501
$33.5K 0.01%
300
+100
502
$33.4K 0.01%
85
503
$33.3K 0.01%
2,891
504
$33K 0.01%
650
505
$32.7K 0.01%
300
-65
506
$31.6K 0.01%
1,000
507
$31.5K 0.01%
3,682
508
$31.5K 0.01%
600
-500
509
$31.2K 0.01%
110
510
$30.6K 0.01%
590
511
$30.5K 0.01%
1,740
512
$30.4K 0.01%
500
513
$29.8K 0.01%
2,218
514
$29.2K 0.01%
800
515
$29.1K 0.01%
200
516
$28.3K 0.01%
333
517
$28.1K 0.01%
2,091
518
$28.1K 0.01%
325
519
$27.5K 0.01%
830
+750
520
$27.5K 0.01%
2,000
521
$27.5K 0.01%
908
522
$27.5K 0.01%
237
+235
523
$27.3K 0.01%
795
524
$27.2K 0.01%
448
525
$26.8K 0.01%
179
19 20
21
22 23