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
176
$430K 0.09%
6,638
-160
177
$424K 0.09%
8,814
-219
178
$417K 0.08%
13,425
-186
179
$414K 0.08%
735
+30
180
$411K 0.08%
349
+25
181
$411K 0.08%
2,466
+60
182
$408K 0.08%
25,830
+3,926
183
$407K 0.08%
4,322
+1,133
184
$402K 0.08%
14,490
+490
185
$398K 0.08%
2,670
+1,300
186
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-478
187
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1,465
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188
$388K 0.08%
13,250
189
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+2,078
190
$383K 0.08%
4,600
191
$378K 0.08%
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192
$374K 0.08%
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193
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27,395
194
$373K 0.08%
8,629
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195
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3,410
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196
$369K 0.07%
13,095
+8,686
197
$358K 0.07%
19,449
+8,694
198
$354K 0.07%
708
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199
$345K 0.07%
17,265
-2,875
200
$343K 0.07%
4,540
6 7
8
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