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
576
$23.2K ﹤0.01%
558
+86
577
$23.2K ﹤0.01%
275
-115
578
$23.2K ﹤0.01%
200
579
$23.2K ﹤0.01%
400
580
$23K ﹤0.01%
270
581
$22.8K ﹤0.01%
2,226
+500
582
$22.7K ﹤0.01%
3,410
-1,000
583
$22.7K ﹤0.01%
356
584
$22.7K ﹤0.01%
273
585
$22.5K ﹤0.01%
477
586
$22.4K ﹤0.01%
255
587
$21.8K ﹤0.01%
364
588
$21.3K ﹤0.01%
563
589
$21.3K ﹤0.01%
246
590
$21.2K ﹤0.01%
300
591
$21.1K ﹤0.01%
400
592
$21K ﹤0.01%
777
593
$20.8K ﹤0.01%
400
594
$20.7K ﹤0.01%
252
595
$20.5K ﹤0.01%
+550
596
$20.4K ﹤0.01%
650
597
$19.9K ﹤0.01%
370
598
$19.5K ﹤0.01%
150
599
$19.4K ﹤0.01%
300
600
$19.3K ﹤0.01%
386