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
251
$539K 0.05%
3,519
252
$534K 0.05%
11,283
-559
253
$531K 0.05%
5,378
-94
254
$512K 0.04%
2,296
255
$507K 0.04%
10,944
-1,487
256
$506K 0.04%
2,289
-50
257
$504K 0.04%
10,703
258
$500K 0.04%
22,203
259
$494K 0.04%
2,716
260
$491K 0.04%
12,435
261
$487K 0.04%
9,976
-423
262
$485K 0.04%
7,440
-90
263
$478K 0.04%
2,940
+500
264
$477K 0.04%
2,450
-477
265
$472K 0.04%
5,866
266
$463K 0.04%
8,126
-1,165
267
$462K 0.04%
3,323
-11
268
$460K 0.04%
3,061
-1,073
269
$453K 0.04%
19,025
+900
270
$444K 0.04%
20,173
-200
271
$443K 0.04%
222
+49
272
$441K 0.04%
5,607
+16
273
$439K 0.04%
4,235
274
$439K 0.04%
11,859
+701
275
$438K 0.04%
6,110
9 10
11
12 13