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
301
$336K 0.03%
1,173
-10
302
$331K 0.03%
3,995
-699
303
$330K 0.03%
2,610
-472
304
$326K 0.03%
2,532
-399
305
$321K 0.03%
837
306
$319K 0.03%
4,124
-39
307
$319K 0.03%
972
-145
308
$318K 0.03%
868
309
$305K 0.03%
7,268
-130
310
$304K 0.03%
1,853
-100
311
$303K 0.03%
488
+121
312
$297K 0.03%
4,729
-2,650
313
$296K 0.03%
5,992
+1
314
$295K 0.03%
1,103
315
$283K 0.02%
1,400
316
$281K 0.02%
3,148
317
$281K 0.02%
66,000
-10,000
318
$279K 0.02%
370
319
$277K 0.02%
3,045
320
$273K 0.02%
2,750
+1,894
321
$271K 0.02%
1,778
322
$269K 0.02%
3,303
-79
323
$269K 0.02%
765
+1
324
$268K 0.02%
5,075
-50
325
$266K 0.02%
3,263
11 12
13
14 15