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
51
$2.87M 0.58%
107,115
-1,390
52
$2.8M 0.57%
56,076
+15,300
53
$2.72M 0.55%
12,727
-124
54
$2.72M 0.55%
34,374
+318
55
$2.72M 0.55%
105,006
-3,000
56
$2.67M 0.54%
86,708
+6,768
57
$2.64M 0.54%
48,664
+1,310
58
$2.53M 0.51%
7,948
59
$2.47M 0.5%
11,830
-31
60
$2.46M 0.5%
7,275
+152
61
$2.45M 0.5%
26,279
+1,746
62
$2.34M 0.48%
109,177
+17,702
63
$2.32M 0.47%
40,377
+107
64
$2.27M 0.46%
59,647
-1,001
65
$2.25M 0.46%
9,690
+759
66
$2.17M 0.44%
18,423
+1,529
67
$2.1M 0.43%
8,010
+551
68
$2.08M 0.42%
30,573
+1,477
69
$2.05M 0.42%
8,751
-260
70
$2M 0.41%
50,723
+568
71
$1.97M 0.4%
11,204
-224
72
$1.97M 0.4%
13,277
73
$1.95M 0.4%
24,420
+1,492
74
$1.92M 0.39%
19,910
+202
75
$1.89M 0.38%
8,895
-246
1 2
3
4 5