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
601
$14.5K ﹤0.01%
+650
602
$14.3K ﹤0.01%
225
603
$14.3K ﹤0.01%
200
604
$14.3K ﹤0.01%
400
605
$14K ﹤0.01%
250
+150
606
$14K ﹤0.01%
472
-90
607
$13.8K ﹤0.01%
405
608
$13.7K ﹤0.01%
300
609
$13.6K ﹤0.01%
135
610
$13.4K ﹤0.01%
916
611
$13.2K ﹤0.01%
740
612
$13.2K ﹤0.01%
1,900
613
$13.1K ﹤0.01%
140
614
$13.1K ﹤0.01%
2,191
615
$13.1K ﹤0.01%
1,000
616
$13K ﹤0.01%
1,000
617
$12.9K ﹤0.01%
782
+6
618
$12.8K ﹤0.01%
1,000
619
$12.8K ﹤0.01%
1,000
620
$12.7K ﹤0.01%
300
621
$12.5K ﹤0.01%
1,950
622
$12.5K ﹤0.01%
207
623
$12.4K ﹤0.01%
5,293
624
$12.4K ﹤0.01%
136
625
$12.3K ﹤0.01%
304
+63