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
651
$10.3K ﹤0.01%
218
+2
652
$10.1K ﹤0.01%
+133
653
$10.1K ﹤0.01%
100
654
$10K ﹤0.01%
130
-195
655
$9.97K ﹤0.01%
64
656
$9.87K ﹤0.01%
738
657
$9.84K ﹤0.01%
+350
658
$9.77K ﹤0.01%
180
659
$9.74K ﹤0.01%
184
660
$9.68K ﹤0.01%
350
-1,000
661
$9.67K ﹤0.01%
650
662
$9.62K ﹤0.01%
307
+58
663
$9.61K ﹤0.01%
+20
664
$9.55K ﹤0.01%
250
+130
665
$9.41K ﹤0.01%
50
-75
666
$9.4K ﹤0.01%
264
-12
667
$9.39K ﹤0.01%
55
668
$9.38K ﹤0.01%
90
+45
669
$9.37K ﹤0.01%
+393
670
$9.24K ﹤0.01%
100
671
$9.2K ﹤0.01%
249
-273
672
$9.15K ﹤0.01%
65
-16
673
$9.1K ﹤0.01%
7,000
-4,000
674
$8.95K ﹤0.01%
200
675
$8.89K ﹤0.01%
54
25 26
27
28 29