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
551
$22K ﹤0.01%
400
552
$21.9K ﹤0.01%
235
553
$21.4K ﹤0.01%
200
-1,800
554
$21.2K ﹤0.01%
125
555
$21.2K ﹤0.01%
386
556
$21.1K ﹤0.01%
500
557
$21K ﹤0.01%
325
558
$20.8K ﹤0.01%
400
+100
559
$20.6K ﹤0.01%
1,083
+1,000
560
$20.6K ﹤0.01%
356
561
$20.6K ﹤0.01%
246
562
$20.4K ﹤0.01%
+400
563
$20.4K ﹤0.01%
300
564
$19.9K ﹤0.01%
2,000
565
$19.8K ﹤0.01%
270
566
$19.8K ﹤0.01%
400
-150
567
$19.7K ﹤0.01%
+280
568
$19.5K ﹤0.01%
255
569
$19.1K ﹤0.01%
737
-528
570
$18.9K ﹤0.01%
364
571
$18.9K ﹤0.01%
370
572
$18.6K ﹤0.01%
5,000
573
$18.5K ﹤0.01%
355
574
$18.3K ﹤0.01%
477
-528
575
$18.2K ﹤0.01%
180
-20
21 22
23
24 25