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
401
$164K 0.01%
289
402
$163K 0.01%
3,000
403
$162K 0.01%
1,611
+11
404
$161K 0.01%
4,000
405
$161K 0.01%
3,000
406
$160K 0.01%
2,207
+522
407
$160K 0.01%
2,350
408
$159K 0.01%
5,362
409
$158K 0.01%
4,725
-300
410
$158K 0.01%
1,250
+212
411
$154K 0.01%
892
-25
412
$152K 0.01%
5,311
-169
413
$151K 0.01%
5,000
-4,700
414
$150K 0.01%
+1,112
415
$150K 0.01%
3,100
416
$148K 0.01%
3,400
417
$145K 0.01%
3,500
+1,500
418
$145K 0.01%
3,200
419
$145K 0.01%
6,144
420
$144K 0.01%
270
421
$143K 0.01%
1,756
422
$142K 0.01%
900
423
$141K 0.01%
2,552
424
$141K 0.01%
7,515
+3,700
425
$139K 0.01%
318
15 16
17
18 19