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
576
$18.2K ﹤0.01%
180
-20
577
$18.1K ﹤0.01%
2,000
578
$18K ﹤0.01%
4,410
-400
579
$18K ﹤0.01%
226
580
$18K ﹤0.01%
273
581
$17.8K ﹤0.01%
150
582
$17.7K ﹤0.01%
252
-53
583
$17.7K ﹤0.01%
145
584
$17.6K ﹤0.01%
90
585
$17.4K ﹤0.01%
2,570
586
$17.3K ﹤0.01%
1,726
587
$17.1K ﹤0.01%
950
-4,100
588
$16.9K ﹤0.01%
214
589
$16.8K ﹤0.01%
500
590
$16.5K ﹤0.01%
300
-5,200
591
$16K ﹤0.01%
+400
592
$15.9K ﹤0.01%
153
593
$15.8K ﹤0.01%
250
594
$15.6K ﹤0.01%
100
595
$15.6K ﹤0.01%
100
596
$15.5K ﹤0.01%
563
597
$15.4K ﹤0.01%
777
598
$15.2K ﹤0.01%
250
599
$14.7K ﹤0.01%
364
600
$14.6K ﹤0.01%
200