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
451
$55.9K 0.01%
722
452
$55.5K 0.01%
2,544
-299
453
$55.4K 0.01%
482
+25
454
$55.2K 0.01%
550
-100
455
$54.6K 0.01%
966
456
$53.3K 0.01%
300
457
$53.2K 0.01%
357
+38
458
$53.2K 0.01%
267
459
$52.5K 0.01%
850
460
$52.3K 0.01%
247
+50
461
$51.7K 0.01%
1,862
-74
462
$51.7K 0.01%
+60,000
463
$51.1K 0.01%
886
464
$50.4K 0.01%
1,084
465
$50.1K 0.01%
1,638
-245
466
$50K 0.01%
348
+62
467
$49.8K 0.01%
1,480
468
$48.5K 0.01%
440
469
$48.3K 0.01%
366
-14
470
$48.3K 0.01%
2,994
+103
471
$48.1K 0.01%
800
472
$47.8K 0.01%
725
-100
473
$47.8K 0.01%
+1,026
474
$47.8K 0.01%
827
+167
475
$47.7K 0.01%
300