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
551
$62.1K 0.01%
1,462
552
$61.9K 0.01%
659
553
$61.2K 0.01%
587
554
$60.8K 0.01%
130
-68
555
$59.9K 0.01%
1,250
556
$59.4K 0.01%
+635
557
$59.4K 0.01%
462
558
$59.1K 0.01%
149
559
$58.7K 0.01%
1,622
+27
560
$58.6K 0.01%
773
561
$58.4K 0.01%
2,000
562
$58.4K 0.01%
568
-759
563
$57.8K 0.01%
942
564
$56.7K 0.01%
106
565
$56.6K 0.01%
100
566
$56.4K 0.01%
4,000
567
$56.2K ﹤0.01%
1,767
+1
568
$55.2K ﹤0.01%
540
569
$53.8K ﹤0.01%
350
+50
570
$53.7K ﹤0.01%
334
571
$53.1K ﹤0.01%
1,495
572
$53.1K ﹤0.01%
772
573
$52.6K ﹤0.01%
2,037
+3
574
$52.4K ﹤0.01%
722
575
$52.1K ﹤0.01%
+300
21 22
23
24 25