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
601
$14.3K ﹤0.01%
298
602
$14.3K ﹤0.01%
200
603
$14.3K ﹤0.01%
400
604
$14K ﹤0.01%
250
+150
605
$14K ﹤0.01%
472
-90
606
$13.8K ﹤0.01%
405
607
$13.7K ﹤0.01%
300
608
$13.6K ﹤0.01%
135
609
$13.4K ﹤0.01%
916
610
$13.2K ﹤0.01%
740
611
$13.2K ﹤0.01%
1,900
612
$13.1K ﹤0.01%
140
613
$13.1K ﹤0.01%
2,191
614
$13.1K ﹤0.01%
1,000
615
$13K ﹤0.01%
1,000
616
$12.9K ﹤0.01%
782
+6
617
$12.8K ﹤0.01%
1,000
618
$12.8K ﹤0.01%
1,000
619
$12.7K ﹤0.01%
300
620
$12.5K ﹤0.01%
1,950
621
$12.5K ﹤0.01%
207
622
$12.4K ﹤0.01%
5,293
623
$12.4K ﹤0.01%
136
624
$12.3K ﹤0.01%
304
+63
625
$12.2K ﹤0.01%
45
+35
23 24
25
26 27