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
326
$266K 0.02%
4,200
+2,350
327
$262K 0.02%
801
+1
328
$260K 0.02%
6,140
+60
329
$257K 0.02%
4,401
-200
330
$256K 0.02%
11,290
+10,000
331
$254K 0.02%
6,848
+327
332
$252K 0.02%
3,454
333
$250K 0.02%
2,094
334
$250K 0.02%
3,096
-75
335
$250K 0.02%
3,975
-800
336
$249K 0.02%
+2,941
337
$248K 0.02%
1,589
-29
338
$247K 0.02%
4,257
339
$247K 0.02%
1,725
-30
340
$243K 0.02%
8,134
+3,072
341
$242K 0.02%
1,822
+102
342
$241K 0.02%
3,231
-825
343
$238K 0.02%
16,909
344
$238K 0.02%
2,075
+18
345
$236K 0.02%
13,490
+2,596
346
$236K 0.02%
2,187
+150
347
$236K 0.02%
2,421
348
$234K 0.02%
3,142
+1
349
$227K 0.02%
7,100
350
$225K 0.02%
410
12 13
14
15 16