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
76
$1.85M 0.38%
26,684
-900
77
$1.84M 0.37%
25,080
+1,380
78
$1.83M 0.37%
31,275
-845
79
$1.81M 0.37%
22,544
+270
80
$1.78M 0.36%
7,012
+44
81
$1.78M 0.36%
20,695
+2,169
82
$1.75M 0.36%
10,285
+72
83
$1.73M 0.35%
5,169
84
$1.72M 0.35%
33,717
+168
85
$1.62M 0.33%
95,052
-216
86
$1.54M 0.31%
4,261
+28
87
$1.52M 0.31%
46,887
-1,938
88
$1.5M 0.3%
62,232
+2,171
89
$1.47M 0.3%
35,955
-3,279
90
$1.46M 0.3%
47,520
+525
91
$1.43M 0.29%
3,447
+63
92
$1.41M 0.29%
49,235
+345
93
$1.39M 0.28%
7,265
+31
94
$1.37M 0.28%
9,841
-1,365
95
$1.36M 0.28%
8,850
+19
96
$1.33M 0.27%
14,251
97
$1.32M 0.27%
52,650
-485
98
$1.3M 0.26%
3,665
+162
99
$1.19M 0.24%
15,852
+100
100
$1.18M 0.24%
7,522
+885
2 3
4
5 6