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
426
$138K 0.01%
3,375
427
$138K 0.01%
1,000
-375
428
$137K 0.01%
4,050
+2,450
429
$137K 0.01%
255
+11
430
$137K 0.01%
5,774
+590
431
$135K 0.01%
6,161
432
$133K 0.01%
3,880
+50
433
$132K 0.01%
944
434
$131K 0.01%
250
-946
435
$131K 0.01%
993
-10
436
$130K 0.01%
253
437
$125K 0.01%
711
-40
438
$122K 0.01%
562
439
$122K 0.01%
459
440
$121K 0.01%
1,494
441
$121K 0.01%
135
-5
442
$120K 0.01%
1,213
-202
443
$119K 0.01%
2,000
-2,000
444
$119K 0.01%
65
-10
445
$119K 0.01%
1,400
446
$118K 0.01%
1,450
447
$118K 0.01%
503
448
$118K 0.01%
206
449
$117K 0.01%
2,159
450
$116K 0.01%
+5,000
16 17
18
19 20