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
626
$15.3K ﹤0.01%
50
627
$15.1K ﹤0.01%
797
+97
628
$14.7K ﹤0.01%
300
629
$14.7K ﹤0.01%
+533
630
$14.6K ﹤0.01%
1,000
631
$14.4K ﹤0.01%
1,000
632
$14.2K ﹤0.01%
167
-40
633
$14K ﹤0.01%
226
634
$14K ﹤0.01%
1,000
635
$13.9K ﹤0.01%
90
636
$13.7K ﹤0.01%
1,000
637
$13.7K ﹤0.01%
1,000
638
$13.6K ﹤0.01%
153
639
$13.5K ﹤0.01%
290
640
$13.4K ﹤0.01%
115
641
$13.3K ﹤0.01%
188
-37
642
$13.3K ﹤0.01%
100
643
$13.3K ﹤0.01%
332
+287
644
$13K ﹤0.01%
100
645
$13K ﹤0.01%
1,950
646
$13K ﹤0.01%
216
647
$12.8K ﹤0.01%
184
648
$12.8K ﹤0.01%
200
649
$12.8K ﹤0.01%
90
650
$12.7K ﹤0.01%
55