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
626
$36K ﹤0.01%
2,163
+62
627
$35.8K ﹤0.01%
503
-62
628
$35.8K ﹤0.01%
404
629
$35.2K ﹤0.01%
1,683
630
$34.7K ﹤0.01%
546
+300
631
$34.5K ﹤0.01%
+2,000
632
$34.4K ﹤0.01%
3,275
633
$34.2K ﹤0.01%
800
634
$33.7K ﹤0.01%
301
635
$33.7K ﹤0.01%
400
636
$33.6K ﹤0.01%
777
637
$33.3K ﹤0.01%
300
638
$33.2K ﹤0.01%
320
639
$32.9K ﹤0.01%
2,400
640
$32.9K ﹤0.01%
414
641
$32.6K ﹤0.01%
300
642
$32.5K ﹤0.01%
2,577
643
$32.4K ﹤0.01%
750
644
$31.9K ﹤0.01%
156
-100
645
$31.7K ﹤0.01%
567
646
$31.6K ﹤0.01%
59
-35
647
$31.6K ﹤0.01%
3,226
648
$31.5K ﹤0.01%
430
-148
649
$31.4K ﹤0.01%
1,425
+1,000
650
$31.4K ﹤0.01%
273
24 25
26
27 28