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
551
$22.2K ﹤0.01%
300
552
$22K ﹤0.01%
400
553
$21.9K ﹤0.01%
235
554
$21.4K ﹤0.01%
200
-1,800
555
$21.2K ﹤0.01%
125
556
$21.2K ﹤0.01%
386
557
$21.1K ﹤0.01%
500
558
$21K ﹤0.01%
325
559
$20.8K ﹤0.01%
400
+100
560
$20.6K ﹤0.01%
1,083
+1,000
561
$20.6K ﹤0.01%
356
562
$20.6K ﹤0.01%
246
563
$20.4K ﹤0.01%
+400
564
$20.4K ﹤0.01%
300
565
$19.9K ﹤0.01%
2,000
566
$19.8K ﹤0.01%
270
567
$19.8K ﹤0.01%
400
-150
568
$19.7K ﹤0.01%
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569
$19.5K ﹤0.01%
255
570
$19.1K ﹤0.01%
737
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571
$18.9K ﹤0.01%
364
572
$18.9K ﹤0.01%
370
573
$18.6K ﹤0.01%
5,000
574
$18.5K ﹤0.01%
355
575
$18.3K ﹤0.01%
477
-528