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
26
$9.58M 0.84%
43,822
+4,110
27
$9.54M 0.84%
109,475
+2,479
28
$9.2M 0.81%
37,305
-2,028
29
$9.1M 0.8%
40,070
-330
30
$8.77M 0.77%
28,098
+4,556
31
$8.42M 0.74%
118,948
-2,140
32
$8.3M 0.73%
61,960
-3,020
33
$8.07M 0.71%
8,152
-128
34
$8.07M 0.71%
18,266
35
$7.82M 0.69%
42,937
-2,258
36
$7.73M 0.68%
152,449
+10,537
37
$7.53M 0.66%
76,995
-4,703
38
$7.4M 0.65%
20,192
+132
39
$7.2M 0.63%
52,952
-273
40
$6.95M 0.61%
75,684
+701
41
$6.8M 0.6%
108,478
+1,681
42
$6.78M 0.59%
42,563
+2,314
43
$6.71M 0.59%
29,330
-224
44
$6.33M 0.56%
22,964
+2,372
45
$6.32M 0.55%
27,789
+178
46
$6.3M 0.55%
8,592
-25
47
$6.11M 0.54%
42,693
+1,567
48
$6.01M 0.53%
17,518
+366
49
$5.87M 0.51%
34,038
-530
50
$5.72M 0.5%
14,795
-1,987
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2
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