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
826
$1.75K ﹤0.01%
+50
827
$1.73K ﹤0.01%
+40
828
$1.73K ﹤0.01%
80
829
$1.72K ﹤0.01%
+100
830
$1.67K ﹤0.01%
13
831
$1.66K ﹤0.01%
45
-5
832
$1.61K ﹤0.01%
85
-25
833
$1.6K ﹤0.01%
+15
834
$1.59K ﹤0.01%
200
-100
835
$1.59K ﹤0.01%
40
836
$1.47K ﹤0.01%
50
837
$1.42K ﹤0.01%
10
838
$1.41K ﹤0.01%
+10
839
$1.35K ﹤0.01%
46
840
$1.33K ﹤0.01%
54
841
$1.32K ﹤0.01%
80
842
$1.32K ﹤0.01%
43
+38
843
$1.31K ﹤0.01%
+130
844
$1.28K ﹤0.01%
46
845
$1.25K ﹤0.01%
+2,600
846
$1.22K ﹤0.01%
9
847
$1.15K ﹤0.01%
41
848
$1.14K ﹤0.01%
15
849
$1.11K ﹤0.01%
+28
850
$1.09K ﹤0.01%
16
32 33
34
35 36