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
776
$2.86K ﹤0.01%
20
777
$2.85K ﹤0.01%
221
+219
778
$2.82K ﹤0.01%
400
779
$2.81K ﹤0.01%
102
780
$2.79K ﹤0.01%
25
781
$2.76K ﹤0.01%
30
+18
782
$2.72K ﹤0.01%
77
783
$2.66K ﹤0.01%
200
784
$2.65K ﹤0.01%
103
785
$2.61K ﹤0.01%
506
786
$2.59K ﹤0.01%
+136
787
$2.59K ﹤0.01%
145
788
$2.57K ﹤0.01%
73
-41
789
$2.55K ﹤0.01%
1,500
-2,300
790
$2.5K ﹤0.01%
50
791
$2.43K ﹤0.01%
46
792
$2.42K ﹤0.01%
60
793
$2.42K ﹤0.01%
232
794
$2.4K ﹤0.01%
+158
795
$2.38K ﹤0.01%
+205
796
$2.38K ﹤0.01%
50
797
$2.32K ﹤0.01%
+194
798
$2.32K ﹤0.01%
33
799
$2.32K ﹤0.01%
252
800
$2.31K ﹤0.01%
35
30 31
32
33 34