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
726
$6.05K ﹤0.01%
110
727
$5.99K ﹤0.01%
+292
728
$5.93K ﹤0.01%
350
729
$5.93K ﹤0.01%
100
730
$5.92K ﹤0.01%
81
731
$5.83K ﹤0.01%
400
732
$5.78K ﹤0.01%
+222
733
$5.68K ﹤0.01%
125
734
$5.63K ﹤0.01%
100
735
$5.59K ﹤0.01%
753
736
$5.56K ﹤0.01%
150
-200
737
$5.56K ﹤0.01%
56
738
$5.52K ﹤0.01%
+178
739
$5.44K ﹤0.01%
150
740
$5.37K ﹤0.01%
+152
741
$5.32K ﹤0.01%
54
742
$5.22K ﹤0.01%
300
743
$5.2K ﹤0.01%
+98
744
$5.17K ﹤0.01%
+900
745
$5.17K ﹤0.01%
+433
746
$5.14K ﹤0.01%
+43
747
$5.06K ﹤0.01%
15
748
$5.06K ﹤0.01%
+101
749
$5.01K ﹤0.01%
500
750
$4.97K ﹤0.01%
218
-132