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
526
$26.8K 0.01%
179
527
$26.6K 0.01%
312
528
$26.5K 0.01%
500
529
$26.4K 0.01%
376
530
$26.1K 0.01%
1,876
531
$26.1K 0.01%
1,100
-500
532
$25.7K 0.01%
150
+50
533
$25.6K 0.01%
290
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534
$25.5K 0.01%
1,456
535
$25.4K 0.01%
758
-395
536
$25.1K 0.01%
155
537
$24.7K 0.01%
390
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538
$24.4K 0.01%
426
539
$24.4K 0.01%
560
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540
$24.3K ﹤0.01%
1,130
541
$24.3K ﹤0.01%
50
542
$24.1K ﹤0.01%
1,000
543
$23.7K ﹤0.01%
650
544
$23.7K ﹤0.01%
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545
$23.6K ﹤0.01%
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546
$23.5K ﹤0.01%
1,000
547
$23.2K ﹤0.01%
732
548
$23.1K ﹤0.01%
70
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549
$22.4K ﹤0.01%
+40
550
$22.3K ﹤0.01%
183
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