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
726
$5.14K ﹤0.01%
150
727
$5.14K ﹤0.01%
+43
728
$5.14K ﹤0.01%
+87
729
$5.13K ﹤0.01%
100
730
$5.06K ﹤0.01%
48
731
$5K ﹤0.01%
+224
732
$4.96K ﹤0.01%
+27
733
$4.93K ﹤0.01%
350
734
$4.74K ﹤0.01%
+122
735
$4.72K ﹤0.01%
+78
736
$4.72K ﹤0.01%
753
737
$4.71K ﹤0.01%
+56
738
$4.68K ﹤0.01%
+79
739
$4.67K ﹤0.01%
100
740
$4.62K ﹤0.01%
+71
741
$4.62K ﹤0.01%
500
742
$4.61K ﹤0.01%
50
743
$4.5K ﹤0.01%
+23
744
$4.49K ﹤0.01%
400
745
$4.49K ﹤0.01%
57
746
$4.48K ﹤0.01%
+20
747
$4.46K ﹤0.01%
100
748
$4.42K ﹤0.01%
200
-1,329
749
$4.19K ﹤0.01%
66
750
$4.17K ﹤0.01%
36
28 29
30
31 32