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
376
$194K 0.02%
900
+157
377
$193K 0.02%
4,945
+3
378
$192K 0.02%
1,865
379
$191K 0.02%
23,000
380
$187K 0.02%
2,530
381
$187K 0.02%
2,544
382
$187K 0.02%
1,107
-90
383
$186K 0.02%
1,983
384
$186K 0.02%
880
385
$184K 0.02%
3,000
386
$182K 0.02%
1,834
387
$179K 0.02%
1,209
-120
388
$178K 0.02%
6,096
-400
389
$177K 0.02%
1,724
-50
390
$174K 0.02%
1,438
+4
391
$174K 0.02%
5,038
-402
392
$174K 0.02%
1,632
393
$173K 0.02%
1,337
394
$173K 0.02%
1,608
395
$172K 0.02%
1,305
396
$169K 0.01%
9,400
397
$169K 0.01%
4,700
398
$169K 0.01%
4,583
399
$168K 0.01%
1,075
-75
400
$164K 0.01%
1,625
+200
14 15
16
17 18