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
576
$23.3K ﹤0.01%
400
577
$23.2K ﹤0.01%
558
+86
578
$23.2K ﹤0.01%
275
-115
579
$23.2K ﹤0.01%
200
580
$23.2K ﹤0.01%
400
581
$23K ﹤0.01%
270
582
$22.8K ﹤0.01%
2,226
+500
583
$22.7K ﹤0.01%
3,410
-1,000
584
$22.7K ﹤0.01%
356
585
$22.7K ﹤0.01%
273
586
$22.5K ﹤0.01%
477
587
$22.4K ﹤0.01%
255
588
$21.8K ﹤0.01%
364
589
$21.3K ﹤0.01%
563
590
$21.3K ﹤0.01%
246
591
$21.2K ﹤0.01%
300
592
$21.1K ﹤0.01%
400
593
$21K ﹤0.01%
777
594
$20.8K ﹤0.01%
400
595
$20.7K ﹤0.01%
252
596
$20.5K ﹤0.01%
+550
597
$20.4K ﹤0.01%
650
598
$19.9K ﹤0.01%
370
599
$19.5K ﹤0.01%
150
600
$19.4K ﹤0.01%
300