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
$556M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
976
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$1.17M
3 +$947K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$936K
5
NSC icon
Norfolk Southern
NSC
+$789K

Sector Composition

1 Technology 13.8%
2 Healthcare 12.13%
3 Financials 10.73%
4 Industrials 8.99%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$66.6K 0.01%
573
427
$66.5K 0.01%
750
428
$66.4K 0.01%
1,500
429
$65.9K 0.01%
425
-10
430
$65.6K 0.01%
551
+503
431
$65K 0.01%
1,924
432
$64.8K 0.01%
2,000
+870
433
$64.4K 0.01%
645
+95
434
$63.9K 0.01%
1,370
435
$63.6K 0.01%
420
+100
436
$63.6K 0.01%
89
+32
437
$63K 0.01%
3,315
-196
438
$62.9K 0.01%
2,000
-179
439
$62.8K 0.01%
1,000
440
$62.7K 0.01%
+350
441
$60.3K 0.01%
681
442
$58.6K 0.01%
2,400
-2,800
443
$58.5K 0.01%
344
444
$58.3K 0.01%
1,200
445
$57.9K 0.01%
+1,300
446
$57.5K 0.01%
917
447
$57.4K 0.01%
956
448
$56.9K 0.01%
438
449
$56.8K 0.01%
563
+66
450
$56.4K 0.01%
3,900