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
526
$77.1K 0.01%
1,084
527
$75.9K 0.01%
2,000
528
$73.6K 0.01%
3,000
529
$73.4K 0.01%
594
-60
530
$72.7K 0.01%
800
531
$71.7K 0.01%
61
532
$70.7K 0.01%
3,000
533
$70.3K 0.01%
488
534
$69.5K 0.01%
674
+170
535
$68.2K 0.01%
830
536
$68K 0.01%
26
-561
537
$67.9K 0.01%
652
+50
538
$67.3K 0.01%
409
+7
539
$67K 0.01%
2,000
-100
540
$66.6K 0.01%
358
+25
541
$66.3K 0.01%
3,594
+261
542
$65.6K 0.01%
1,064
+51
543
$65.2K 0.01%
200
544
$64.1K 0.01%
1,238
+15
545
$64K 0.01%
1,000
546
$63.7K 0.01%
1,500
547
$63.6K 0.01%
999
548
$63.6K 0.01%
707
549
$63.3K 0.01%
2,000
550
$62.8K 0.01%
426
20 21
22
23 24