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
$1.14B
AUM Growth
+$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$3.58M
3
+$2.44M
4
TSCO icon
Tractor Supply
TSCO
+$1.91M
5
UNH icon
UnitedHealth
UNH
+$1.74M

Top Sells

1
+$2.59M
2
+$2.39M
3
+$2.18M
4
MELI icon
Mercado Libre
MELI
+$1.31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.26M

Sector Composition

1 Technology 16.05%
2 Financials 13.94%
3 Healthcare 9.71%
4 Industrials 7.38%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$678K 0.06%
11,558
-1,124
227
$652K 0.06%
7,149
-2,824
228
$651K 0.06%
2,171
-139
229
$648K 0.06%
6,450
-200
230
$648K 0.06%
2,583
231
$643K 0.06%
7,468
-185
232
$639K 0.06%
7,988
+988
233
$638K 0.06%
12,427
234
$633K 0.06%
20,915
-249
235
$632K 0.06%
4,704
-139
236
$632K 0.06%
24,603
-1,641
237
$624K 0.05%
6,979
238
$615K 0.05%
10,882
-324
239
$613K 0.05%
1,206
-34
240
$608K 0.05%
6,114
-50
241
$591K 0.05%
2,485
242
$583K 0.05%
5,531
-443
243
$579K 0.05%
2,035
+69
244
$575K 0.05%
11,050
-430
245
$567K 0.05%
3,100
246
$558K 0.05%
2,282
-50
247
$555K 0.05%
2,005
+33
248
$553K 0.05%
13,667
249
$550K 0.05%
3,003
-238
250
$539K 0.05%
13,079
-675
8 9
10
11 12