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
451
$116K 0.01%
1,398
+100
452
$116K 0.01%
529
+12
453
$115K 0.01%
2,294
+5
454
$115K 0.01%
2,309
+28
455
$114K 0.01%
1,545
456
$113K 0.01%
1,189
457
$111K 0.01%
1,008
458
$111K 0.01%
823
459
$109K 0.01%
6,500
-7,000
460
$109K 0.01%
10,000
461
$107K 0.01%
1,168
462
$107K 0.01%
3,313
-3,330
463
$105K 0.01%
968
+60
464
$105K 0.01%
3,200
465
$105K 0.01%
1,970
+125
466
$104K 0.01%
2,130
-750
467
$104K 0.01%
378
468
$104K 0.01%
635
469
$102K 0.01%
686
470
$102K 0.01%
1,432
-200
471
$101K 0.01%
1,797
472
$101K 0.01%
+1,000
473
$101K 0.01%
1,678
+154
474
$99.9K 0.01%
319
475
$98.9K 0.01%
1,520
-147
17 18
19
20 21