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
601
$19.3K ﹤0.01%
386
602
$19.1K ﹤0.01%
740
603
$19.1K ﹤0.01%
5,000
604
$19K ﹤0.01%
250
605
$18.9K ﹤0.01%
250
606
$18.8K ﹤0.01%
345
+95
607
$18.4K ﹤0.01%
2,000
608
$18.2K ﹤0.01%
371
609
$18.1K ﹤0.01%
364
610
$18.1K ﹤0.01%
2,191
611
$17.8K ﹤0.01%
+150
612
$17.7K ﹤0.01%
1,000
613
$17.6K ﹤0.01%
100
614
$17.3K ﹤0.01%
117
+22
615
$17.2K ﹤0.01%
136
616
$17K ﹤0.01%
500
617
$16.7K ﹤0.01%
200
618
$16.7K ﹤0.01%
214
619
$16.6K ﹤0.01%
190
+50
620
$16.4K ﹤0.01%
405
621
$15.8K ﹤0.01%
5,293
622
$15.8K ﹤0.01%
304
623
$15.7K ﹤0.01%
1,989
+489
624
$15.5K ﹤0.01%
200
625
$15.5K ﹤0.01%
250