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
476
$47.7K 0.01%
660
477
$47.3K 0.01%
590
478
$46.6K 0.01%
586
479
$46.5K 0.01%
794
480
$46.1K 0.01%
668
481
$45.6K 0.01%
314
482
$45.5K 0.01%
385
+42
483
$45.4K 0.01%
650
484
$45.4K 0.01%
1,707
485
$45.2K 0.01%
1,200
486
$45.2K 0.01%
3,289
487
$45.1K 0.01%
248
488
$44.6K 0.01%
2,010
489
$44K 0.01%
2,700
490
$43.6K 0.01%
1,240
-100
491
$43.3K 0.01%
1,162
492
$43K 0.01%
380
493
$42.9K 0.01%
265
494
$42.6K 0.01%
170
495
$42.6K 0.01%
80
+60
496
$42.6K 0.01%
300
497
$42.6K 0.01%
672
498
$42.5K 0.01%
1,716
-108
499
$42.5K 0.01%
85
500
$42K 0.01%
100