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
626
$12.1K ﹤0.01%
371
627
$12K ﹤0.01%
100
628
$12K ﹤0.01%
900
629
$11.7K ﹤0.01%
800
630
$11.6K ﹤0.01%
60
+48
631
$11.6K ﹤0.01%
50
632
$11.5K ﹤0.01%
55
633
$11.4K ﹤0.01%
115
+40
634
$11.3K ﹤0.01%
216
635
$11.3K ﹤0.01%
800
636
$11.2K ﹤0.01%
1,000
637
$11.1K ﹤0.01%
95
638
$10.9K ﹤0.01%
1,500
639
$10.9K ﹤0.01%
290
-139
640
$10.8K ﹤0.01%
146
641
$10.8K ﹤0.01%
1,000
642
$10.6K ﹤0.01%
200
643
$10.5K ﹤0.01%
595
-75
644
$10.5K ﹤0.01%
432
-100
645
$10.5K ﹤0.01%
70
+20
646
$10.5K ﹤0.01%
90
-17
647
$10.4K ﹤0.01%
105
648
$10.3K ﹤0.01%
740
649
$10.3K ﹤0.01%
250
650
$10.3K ﹤0.01%
218
+2
24 25
26
27 28