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
851
$1.01K ﹤0.01%
30
852
$1K ﹤0.01%
100
-250
853
$993 ﹤0.01%
166
-111
854
$961 ﹤0.01%
26
855
$938 ﹤0.01%
9
856
$906 ﹤0.01%
100
857
$905 ﹤0.01%
150
858
$870 ﹤0.01%
62
859
$826 ﹤0.01%
85
860
$804 ﹤0.01%
84
861
$755 ﹤0.01%
73
862
$725 ﹤0.01%
21
863
$721 ﹤0.01%
448
864
$644 ﹤0.01%
55
865
$578 ﹤0.01%
+211
866
$544 ﹤0.01%
8
867
$512 ﹤0.01%
146
868
$495 ﹤0.01%
62
-42
869
$471 ﹤0.01%
199
870
$429 ﹤0.01%
60
871
$418 ﹤0.01%
11
-5
872
$396 ﹤0.01%
79
873
$387 ﹤0.01%
+6
874
$363 ﹤0.01%
33
-11
875
$350 ﹤0.01%
13
33 34
35
36 37