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
601
$43.8K ﹤0.01%
375
-150
602
$43.7K ﹤0.01%
3,200
603
$43.7K ﹤0.01%
100
604
$43.1K ﹤0.01%
384
605
$43K ﹤0.01%
3,000
606
$43K ﹤0.01%
228
607
$41.6K ﹤0.01%
331
608
$41.6K ﹤0.01%
2,570
609
$41.5K ﹤0.01%
555
610
$41.3K ﹤0.01%
134
611
$39.6K ﹤0.01%
500
612
$39.4K ﹤0.01%
423
613
$38.8K ﹤0.01%
257
614
$38.8K ﹤0.01%
200
615
$38.3K ﹤0.01%
269
616
$38.2K ﹤0.01%
955
+1
617
$38K ﹤0.01%
275
-75
618
$37.6K ﹤0.01%
1,121
619
$37.1K ﹤0.01%
339
620
$37K ﹤0.01%
426
621
$36.6K ﹤0.01%
184
622
$36.2K ﹤0.01%
810
623
$36.2K ﹤0.01%
950
624
$36.1K ﹤0.01%
2,274
+48
625
$36K ﹤0.01%
200
23 24
25
26 27