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
276
$438K 0.04%
5,873
-23
277
$410K 0.04%
9,613
-100
278
$402K 0.04%
1,125
-220
279
$401K 0.04%
8,000
280
$397K 0.03%
1,225
281
$397K 0.03%
7,164
282
$392K 0.03%
9,150
283
$390K 0.03%
5,949
284
$389K 0.03%
1,277
+17
285
$389K 0.03%
5,287
-325
286
$378K 0.03%
2,251
+1
287
$376K 0.03%
14,440
288
$375K 0.03%
1,406
-177
289
$374K 0.03%
1,101
-9
290
$365K 0.03%
1,500
291
$360K 0.03%
3,251
292
$359K 0.03%
7,290
293
$357K 0.03%
4,873
-849
294
$352K 0.03%
9,272
+14
295
$350K 0.03%
2,022
296
$347K 0.03%
4,161
+616
297
$347K 0.03%
3,040
-100
298
$345K 0.03%
4,897
-200
299
$343K 0.03%
37,869
300
$338K 0.03%
2,609
-212
10 11
12
13 14