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
526
$26.6K 0.01%
312
527
$26.5K 0.01%
500
528
$26.4K 0.01%
376
529
$26.1K 0.01%
1,876
530
$26.1K 0.01%
1,100
-500
531
$25.7K 0.01%
150
+50
532
$25.6K 0.01%
290
-63
533
$25.5K 0.01%
1,456
534
$25.4K 0.01%
758
-395
535
$25.1K 0.01%
155
536
$24.7K 0.01%
390
-235
537
$24.4K 0.01%
426
538
$24.4K 0.01%
560
-66
539
$24.3K ﹤0.01%
1,130
540
$24.3K ﹤0.01%
250
541
$24.1K ﹤0.01%
1,000
542
$23.7K ﹤0.01%
650
543
$23.7K ﹤0.01%
1,005
-6,633
544
$23.6K ﹤0.01%
787
-150
545
$23.5K ﹤0.01%
1,000
546
$23.2K ﹤0.01%
732
547
$23.1K ﹤0.01%
70
+50
548
$22.4K ﹤0.01%
+40
549
$22.3K ﹤0.01%
183
550
$22.2K ﹤0.01%
300
20 21
22
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