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
101
$1.18M 0.24%
5,626
+329
102
$1.16M 0.24%
14,586
+100
103
$1.15M 0.23%
7,970
+33
104
$1.15M 0.23%
8,036
105
$1.14M 0.23%
40,038
-5,073
106
$1.13M 0.23%
14,590
107
$1.12M 0.23%
6,914
+421
108
$1.11M 0.23%
23,823
+5,289
109
$1.11M 0.23%
19,273
+757
110
$1.1M 0.22%
5,130
-120
111
$1.08M 0.22%
38,822
-181
112
$1.08M 0.22%
12,972
113
$1.05M 0.21%
5,232
114
$1.04M 0.21%
14,480
+14
115
$1.04M 0.21%
2,713
+512
116
$1.04M 0.21%
10,839
-115
117
$1.02M 0.21%
29,401
-7,157
118
$981K 0.2%
5,075
-18
119
$972K 0.2%
5,880
-209
120
$969K 0.2%
8,333
-1,065
121
$950K 0.19%
6,532
+110
122
$948K 0.19%
554
+10
123
$939K 0.19%
15,229
-230
124
$934K 0.19%
11,515
-2,006
125
$926K 0.19%
14,816
-480
3 4
5
6 7