AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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 +$1.22M
2 +$1.05M
3 +$902K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$876K
5
NSC icon
Norfolk Southern
NSC
+$755K

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
551
$27.8K 0.01%
448
552
$27.7K 0.01%
325
553
$27.5K 0.01%
250
554
$27.4K ﹤0.01%
2,570
555
$27.3K ﹤0.01%
180
556
$27.3K ﹤0.01%
1,000
557
$26.9K ﹤0.01%
145
+75
558
$26.9K ﹤0.01%
110
559
$26.8K ﹤0.01%
120
+30
560
$26.3K ﹤0.01%
155
561
$26K ﹤0.01%
200
562
$25.6K ﹤0.01%
1,437
-1,000
563
$25.5K ﹤0.01%
732
564
$25K ﹤0.01%
650
565
$24.9K ﹤0.01%
620
+500
566
$24.9K ﹤0.01%
210
+75
567
$24.6K ﹤0.01%
+1,046
568
$24.5K ﹤0.01%
413
-345
569
$24.4K ﹤0.01%
+200
570
$24.3K ﹤0.01%
400
571
$24.2K ﹤0.01%
500
572
$23.9K ﹤0.01%
280
573
$23.9K ﹤0.01%
300
574
$23.7K ﹤0.01%
+265
575
$23.3K ﹤0.01%
400