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
1
$18.9M 3.83%
89,655
+210
2
$17.9M 3.63%
89,349
-415
3
$15.4M 3.12%
185,538
-6,705
4
$12.4M 2.52%
107,239
-1,161
5
$9.18M 1.86%
682,842
+44,346
6
$8.81M 1.79%
31,711
+2,447
7
$7.74M 1.57%
62,372
-1,701
8
$7.32M 1.49%
49,143
+2,115
9
$7.18M 1.46%
43,080
+625
10
$6.9M 1.4%
35,063
+923
11
$6.63M 1.35%
127,987
+10,118
12
$6.31M 1.28%
20,257
+2,746
13
$6.09M 1.24%
82,940
-180
14
$5.95M 1.21%
54,710
+577
15
$5.81M 1.18%
35,045
+784
16
$5.77M 1.17%
11,764
+421
17
$5.45M 1.11%
21,664
-130
18
$5.27M 1.07%
88,622
+3,210
19
$5.21M 1.06%
33,080
+420
20
$5.1M 1.04%
18,361
-3
21
$4.77M 0.97%
257,772
-2,283
22
$4.75M 0.96%
60,214
+1,017
23
$4.67M 0.95%
53,360
+4,407
24
$4.65M 0.94%
52,494
+284
25
$4.64M 0.94%
133,230
+2,300
1
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