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
751
$4.17K ﹤0.01%
36
752
$4K ﹤0.01%
45
753
$3.92K ﹤0.01%
200
754
$3.91K ﹤0.01%
40
755
$3.87K ﹤0.01%
375
756
$3.84K ﹤0.01%
86
757
$3.74K ﹤0.01%
110
758
$3.71K ﹤0.01%
80
759
$3.68K ﹤0.01%
250
760
$3.61K ﹤0.01%
58
761
$3.59K ﹤0.01%
48
762
$3.53K ﹤0.01%
35
763
$3.52K ﹤0.01%
400
-12,000
764
$3.5K ﹤0.01%
525
765
$3.39K ﹤0.01%
37
766
$3.35K ﹤0.01%
40
767
$3.23K ﹤0.01%
+15
768
$3.16K ﹤0.01%
+26
769
$3.1K ﹤0.01%
+40
770
$3.08K ﹤0.01%
174
771
$3K ﹤0.01%
300
-66
772
$2.92K ﹤0.01%
50
773
$2.91K ﹤0.01%
+36
774
$2.9K ﹤0.01%
+13
775
$2.9K ﹤0.01%
138
29 30
31
32 33