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
501
$87.7K 0.01%
721
+57
502
$86.8K 0.01%
2,180
503
$86.3K 0.01%
2,495
504
$86.1K 0.01%
10,733
+46
505
$86K 0.01%
2,479
506
$85.5K 0.01%
1,016
+20
507
$85.2K 0.01%
1,546
-171
508
$84.9K 0.01%
2,567
509
$84.8K 0.01%
523
-99
510
$84.6K 0.01%
699
+2
511
$84.1K 0.01%
1,203
512
$84K 0.01%
376
513
$83.9K 0.01%
285
514
$83.5K 0.01%
322
515
$83.3K 0.01%
274
516
$81.4K 0.01%
1,738
517
$81.1K 0.01%
1,100
518
$81K 0.01%
450
519
$80.5K 0.01%
280
520
$79.8K 0.01%
350
521
$79.2K 0.01%
7,131
+1,150
522
$79.1K 0.01%
1,060
-360
523
$78.7K 0.01%
6,000
+3,000
524
$78.4K 0.01%
646
+299
525
$77.2K 0.01%
2,824
+637
19 20
21
22 23