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
601
$19.1K ﹤0.01%
740
602
$19.1K ﹤0.01%
5,000
603
$19K ﹤0.01%
250
604
$18.9K ﹤0.01%
250
605
$18.8K ﹤0.01%
345
+95
606
$18.4K ﹤0.01%
2,000
607
$18.2K ﹤0.01%
371
608
$18.1K ﹤0.01%
364
609
$18.1K ﹤0.01%
2,191
610
$17.8K ﹤0.01%
+150
611
$17.7K ﹤0.01%
1,000
612
$17.6K ﹤0.01%
100
613
$17.3K ﹤0.01%
117
+22
614
$17.2K ﹤0.01%
136
615
$17K ﹤0.01%
500
616
$16.7K ﹤0.01%
200
617
$16.7K ﹤0.01%
214
618
$16.6K ﹤0.01%
190
+50
619
$16.4K ﹤0.01%
405
620
$15.8K ﹤0.01%
5,293
621
$15.8K ﹤0.01%
304
622
$15.7K ﹤0.01%
1,989
+489
623
$15.5K ﹤0.01%
200
624
$15.5K ﹤0.01%
250
625
$15.3K ﹤0.01%
50