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
201
$343K 0.07%
+3,095
202
$342K 0.07%
1,164
+884
203
$341K 0.07%
3,770
204
$340K 0.07%
7,343
205
$338K 0.07%
5,680
+500
206
$331K 0.07%
4,450
+600
207
$328K 0.07%
13,957
-2,630
208
$327K 0.07%
8,350
-150
209
$322K 0.07%
5,512
-12,306
210
$322K 0.07%
+19,783
211
$319K 0.06%
3,730
-600
212
$319K 0.06%
15,054
-1,050
213
$318K 0.06%
2,465
+744
214
$318K 0.06%
1,397
-5
215
$313K 0.06%
2,495
216
$310K 0.06%
3,198
217
$309K 0.06%
7,684
218
$307K 0.06%
637
+223
219
$300K 0.06%
1,427
-3
220
$297K 0.06%
2,309
+324
221
$296K 0.06%
4,801
+23
222
$296K 0.06%
1,562
223
$291K 0.06%
1,315
-30
224
$291K 0.06%
21,894
+840
225
$287K 0.06%
3,133
+175
7 8
9
10 11