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
126
$880K 0.18%
3,035
+35
127
$874K 0.18%
9,141
-200
128
$868K 0.18%
2,913
129
$856K 0.17%
8,536
-430
130
$843K 0.17%
23,202
-3,415
131
$843K 0.17%
22,685
-1,549
132
$835K 0.17%
24,320
+616
133
$823K 0.17%
78,467
+7,875
134
$819K 0.17%
8,037
-336
135
$810K 0.16%
9,315
-140
136
$810K 0.16%
48,127
137
$804K 0.16%
3,378
-419
138
$794K 0.16%
13,357
+1,200
139
$775K 0.16%
5,350
+81
140
$761K 0.15%
21,195
-8,464
141
$750K 0.15%
7,496
+4,067
142
$730K 0.15%
27,780
+1,080
143
$724K 0.15%
10,434
-100
144
$721K 0.15%
3,191
+62
145
$702K 0.14%
56,931
-394
146
$690K 0.14%
5,451
-119
147
$681K 0.14%
10,650
-24
148
$669K 0.14%
4,495
+275
149
$648K 0.13%
2,053
-5
150
$631K 0.13%
3,553
4 5
6
7 8