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
776
$2.89K ﹤0.01%
50
-1,203
777
$2.86K ﹤0.01%
320
778
$2.86K ﹤0.01%
20
779
$2.85K ﹤0.01%
221
+219
780
$2.82K ﹤0.01%
400
781
$2.81K ﹤0.01%
102
782
$2.79K ﹤0.01%
25
783
$2.76K ﹤0.01%
30
+18
784
$2.72K ﹤0.01%
77
785
$2.66K ﹤0.01%
200
786
$2.65K ﹤0.01%
103
787
$2.61K ﹤0.01%
506
788
$2.59K ﹤0.01%
+136
789
$2.59K ﹤0.01%
145
790
$2.57K ﹤0.01%
73
-41
791
$2.55K ﹤0.01%
1,500
-2,300
792
$2.5K ﹤0.01%
50
793
$2.43K ﹤0.01%
46
794
$2.42K ﹤0.01%
60
795
$2.42K ﹤0.01%
232
796
$2.4K ﹤0.01%
+158
797
$2.38K ﹤0.01%
+205
798
$2.38K ﹤0.01%
50
799
$2.32K ﹤0.01%
+194
800
$2.32K ﹤0.01%
33
30 31
32
33 34