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
351
$225K 0.02%
8,126
+6
352
$222K 0.02%
6,066
+1,138
353
$222K 0.02%
851
-86
354
$220K 0.02%
2,441
355
$219K 0.02%
1,031
+378
356
$219K 0.02%
2,360
-310
357
$217K 0.02%
13,329
358
$217K 0.02%
3,458
-195
359
$216K 0.02%
2,851
+1
360
$214K 0.02%
645
-125
361
$214K 0.02%
6,981
+1,441
362
$211K 0.02%
302
-10
363
$211K 0.02%
2,829
-609
364
$210K 0.02%
441
-15
365
$205K 0.02%
3,480
+106
366
$205K 0.02%
487
+68
367
$203K 0.02%
265
-3
368
$202K 0.02%
5,010
-494
369
$201K 0.02%
3,878
-214
370
$201K 0.02%
3,855
+14
371
$200K 0.02%
912
+1
372
$195K 0.02%
1,177
373
$195K 0.02%
9,550
374
$195K 0.02%
4,961
+60
375
$195K 0.02%
1,234
13 14
15
16 17