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
801
$2.28K ﹤0.01%
52
802
$2.27K ﹤0.01%
+21
803
$2.27K ﹤0.01%
85
804
$2.26K ﹤0.01%
230
-2
805
$2.24K ﹤0.01%
170
806
$2.22K ﹤0.01%
800
807
$2.21K ﹤0.01%
40
808
$2.21K ﹤0.01%
66
809
$2.2K ﹤0.01%
81
810
$2.19K ﹤0.01%
+8
811
$2.17K ﹤0.01%
80
812
$2.1K ﹤0.01%
22
813
$2.06K ﹤0.01%
105
814
$2.04K ﹤0.01%
1,020
815
$2K ﹤0.01%
50
816
$1.99K ﹤0.01%
270
+20
817
$1.99K ﹤0.01%
+50
818
$1.98K ﹤0.01%
100
819
$1.93K ﹤0.01%
36
820
$1.92K ﹤0.01%
+120
821
$1.9K ﹤0.01%
50
822
$1.89K ﹤0.01%
200
823
$1.85K ﹤0.01%
12
824
$1.75K ﹤0.01%
+50
825
$1.73K ﹤0.01%
+40
31 32
33
34 35