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
701
$6.59K ﹤0.01%
145
702
$6.46K ﹤0.01%
44
703
$6.45K ﹤0.01%
+50
704
$6.4K ﹤0.01%
600
705
$6.31K ﹤0.01%
102
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706
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707
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708
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709
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250
710
$5.76K ﹤0.01%
171
711
$5.71K ﹤0.01%
+58
712
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$5.57K ﹤0.01%
333
714
$5.55K ﹤0.01%
500
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$5.54K ﹤0.01%
408
716
$5.52K ﹤0.01%
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717
$5.45K ﹤0.01%
50
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718
$5.4K ﹤0.01%
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719
$5.4K ﹤0.01%
97
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$5.36K ﹤0.01%
150
721
$5.31K ﹤0.01%
350
722
$5.28K ﹤0.01%
125
723
$5.28K ﹤0.01%
92
724
$5.22K ﹤0.01%
+101
725
$5.2K ﹤0.01%
800