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
851
$1.04K ﹤0.01%
13
852
$1.03K ﹤0.01%
38
853
$1.01K ﹤0.01%
30
854
$1K ﹤0.01%
100
-250
855
$993 ﹤0.01%
166
-111
856
$961 ﹤0.01%
26
857
$938 ﹤0.01%
9
858
$906 ﹤0.01%
100
859
$905 ﹤0.01%
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860
$870 ﹤0.01%
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861
$826 ﹤0.01%
85
862
$804 ﹤0.01%
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863
$755 ﹤0.01%
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864
$725 ﹤0.01%
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865
$721 ﹤0.01%
448
866
$644 ﹤0.01%
55
867
$578 ﹤0.01%
+211
868
$544 ﹤0.01%
8
869
$512 ﹤0.01%
146
870
$495 ﹤0.01%
62
-42
871
$471 ﹤0.01%
199
872
$429 ﹤0.01%
60
873
$418 ﹤0.01%
11
-5
874
$396 ﹤0.01%
79
875
$387 ﹤0.01%
+6
33 34
35
36 37