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
876
$318 ﹤0.01%
13
877
$304 ﹤0.01%
20
878
$298 ﹤0.01%
110
879
$219 ﹤0.01%
5
880
$210 ﹤0.01%
50
881
$169 ﹤0.01%
20
882
$165 ﹤0.01%
3
883
$165 ﹤0.01%
4
884
$129 ﹤0.01%
+43
885
$107 ﹤0.01%
1
886
$104 ﹤0.01%
2
887
$100 ﹤0.01%
1
888
$84 ﹤0.01%
4
889
$84 ﹤0.01%
2
890
$79 ﹤0.01%
1
891
$69 ﹤0.01%
20
-7
892
$67 ﹤0.01%
2
893
$33 ﹤0.01%
2
894
$18 ﹤0.01%
3
895
$13 ﹤0.01%
1
896
– –
-335
897
– –
-41
898
– –
-125
899
– –
-1,000
900
– –
-50
34 35
36
37 38