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
576
$52K ﹤0.01%
672
577
$52K ﹤0.01%
3,955
+10
578
$51.9K ﹤0.01%
4,528
579
$51.9K ﹤0.01%
2,500
580
$51.7K ﹤0.01%
65
581
$51.4K ﹤0.01%
+1,112
582
$51.4K ﹤0.01%
405
583
$51K ﹤0.01%
875
+500
584
$49.8K ﹤0.01%
154
585
$49.3K ﹤0.01%
700
586
$49K ﹤0.01%
945
-153
587
$48.4K ﹤0.01%
940
588
$47.9K ﹤0.01%
185
589
$47.7K ﹤0.01%
4,000
590
$47.2K ﹤0.01%
616
+4
591
$46.7K ﹤0.01%
4,070
-138
592
$46.2K ﹤0.01%
600
593
$46.1K ﹤0.01%
3,284
594
$46K ﹤0.01%
4,244
+920
595
$45.1K ﹤0.01%
508
596
$45.1K ﹤0.01%
249
-6
597
$44.9K ﹤0.01%
1,325
+25
598
$44.8K ﹤0.01%
679
599
$44.2K ﹤0.01%
117
+87
600
$43.8K ﹤0.01%
1,440
22 23
24
25 26