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
651
$31.3K ﹤0.01%
265
-125
652
$31K ﹤0.01%
800
653
$31K ﹤0.01%
911
+1
654
$30.6K ﹤0.01%
164
655
$30.6K ﹤0.01%
947
656
$30.5K ﹤0.01%
829
-521
657
$30.3K ﹤0.01%
575
658
$30.2K ﹤0.01%
125
+100
659
$30.1K ﹤0.01%
252
+2
660
$30.1K ﹤0.01%
1,105
661
$30K ﹤0.01%
530
662
$29.9K ﹤0.01%
360
-398
663
$29.9K ﹤0.01%
1,100
664
$29.8K ﹤0.01%
2,300
665
$29.8K ﹤0.01%
999
666
$29K ﹤0.01%
300
667
$29K ﹤0.01%
5,000
668
$28.9K ﹤0.01%
2,697
+82
669
$28.8K ﹤0.01%
1,000
670
$28.7K ﹤0.01%
262
+46
671
$28.5K ﹤0.01%
80
672
$28.5K ﹤0.01%
100
673
$28.5K ﹤0.01%
300
674
$27.7K ﹤0.01%
630
675
$27.7K ﹤0.01%
1,160
-479