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
626
$12.2K ﹤0.01%
45
+35
627
$12.1K ﹤0.01%
371
628
$12K ﹤0.01%
100
629
$12K ﹤0.01%
900
630
$11.7K ﹤0.01%
800
631
$11.6K ﹤0.01%
60
+48
632
$11.6K ﹤0.01%
50
633
$11.5K ﹤0.01%
55
634
$11.4K ﹤0.01%
115
+40
635
$11.3K ﹤0.01%
216
636
$11.3K ﹤0.01%
800
637
$11.2K ﹤0.01%
1,000
638
$11.1K ﹤0.01%
95
639
$10.9K ﹤0.01%
1,500
640
$10.9K ﹤0.01%
290
-139
641
$10.8K ﹤0.01%
146
642
$10.8K ﹤0.01%
1,000
643
$10.6K ﹤0.01%
200
644
$10.5K ﹤0.01%
595
-75
645
$10.5K ﹤0.01%
432
-100
646
$10.5K ﹤0.01%
70
+20
647
$10.5K ﹤0.01%
90
-17
648
$10.4K ﹤0.01%
105
649
$10.3K ﹤0.01%
740
650
$10.3K ﹤0.01%
250
24 25
26
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