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
701
$6.46K ﹤0.01%
44
702
$6.45K ﹤0.01%
+50
703
$6.4K ﹤0.01%
600
704
$6.31K ﹤0.01%
102
-22
705
$6.3K ﹤0.01%
400
706
$6.3K ﹤0.01%
198
707
$6.21K ﹤0.01%
422
708
$6.13K ﹤0.01%
250
709
$5.76K ﹤0.01%
171
710
$5.71K ﹤0.01%
+58
711
$5.7K ﹤0.01%
81
712
$5.57K ﹤0.01%
333
713
$5.55K ﹤0.01%
500
714
$5.54K ﹤0.01%
408
715
$5.52K ﹤0.01%
54
716
$5.45K ﹤0.01%
50
-46
717
$5.4K ﹤0.01%
200
718
$5.4K ﹤0.01%
97
719
$5.36K ﹤0.01%
150
720
$5.31K ﹤0.01%
350
721
$5.28K ﹤0.01%
125
722
$5.28K ﹤0.01%
92
723
$5.22K ﹤0.01%
+101
724
$5.2K ﹤0.01%
800
725
$5.17K ﹤0.01%
+14