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
676
$8.8K ﹤0.01%
775
-50
677
$8.7K ﹤0.01%
400
678
$8.49K ﹤0.01%
150
679
$8.44K ﹤0.01%
700
-300
680
$8.34K ﹤0.01%
500
681
$8.23K ﹤0.01%
200
682
$8.06K ﹤0.01%
375
683
$8.04K ﹤0.01%
250
684
$8K ﹤0.01%
100
685
$7.99K ﹤0.01%
700
686
$7.77K ﹤0.01%
120
687
$7.72K ﹤0.01%
+100
688
$7.7K ﹤0.01%
350
689
$7.6K ﹤0.01%
+100
690
$7.49K ﹤0.01%
600
691
$7.36K ﹤0.01%
600
692
$7.23K ﹤0.01%
138
693
$7.11K ﹤0.01%
500
694
$7.08K ﹤0.01%
600
695
$7.05K ﹤0.01%
+15
696
$6.96K ﹤0.01%
91
697
$6.8K ﹤0.01%
244
698
$6.75K ﹤0.01%
+67
699
$6.73K ﹤0.01%
+714
700
$6.71K ﹤0.01%
500