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
526
$34.6K 0.01%
376
527
$34.5K 0.01%
600
528
$34.3K 0.01%
908
529
$33.9K 0.01%
+500
530
$33.7K 0.01%
800
531
$33.3K 0.01%
960
+173
532
$32.1K 0.01%
1,000
533
$31.9K 0.01%
150
534
$31.7K 0.01%
500
535
$31.3K 0.01%
270
-110
536
$31.2K 0.01%
500
537
$31.2K 0.01%
536
538
$30.7K 0.01%
2,900
+1,000
539
$29.8K 0.01%
680
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540
$29.7K 0.01%
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541
$29.5K 0.01%
132
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542
$29.5K 0.01%
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$29.4K 0.01%
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$29K 0.01%
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$28.9K 0.01%
235
546
$28.3K 0.01%
471
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$28.3K 0.01%
737
548
$28.3K 0.01%
1,000
-100
549
$28.1K 0.01%
756
-39
550
$28K 0.01%
950