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
151
$627K 0.13%
16,227
+300
152
$620K 0.13%
4,202
+1,500
153
$610K 0.12%
14,160
+129
154
$606K 0.12%
38,624
+17,006
155
$606K 0.12%
25,700
+525
156
$603K 0.12%
6,603
+835
157
$593K 0.12%
17,074
158
$591K 0.12%
8,223
-524
159
$583K 0.12%
2,655
+532
160
$570K 0.12%
3,367
+210
161
$568K 0.12%
10,100
+1,000
162
$559K 0.11%
6,071
+3,590
163
$544K 0.11%
2,708
-398
164
$543K 0.11%
3,198
-6
165
$534K 0.11%
2,461
+104
166
$528K 0.11%
14,235
167
$498K 0.1%
23,450
-500
168
$465K 0.09%
3,470
+1,753
169
$454K 0.09%
7,134
170
$453K 0.09%
8,971
-43
171
$449K 0.09%
4,596
+50
172
$446K 0.09%
7,405
+100
173
$438K 0.09%
33,103
-16,520
174
$438K 0.09%
16,491
-271
175
$437K 0.09%
5,537
+790
5 6
7
8 9