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
676
$27.5K ﹤0.01%
571
677
$27.3K ﹤0.01%
570
678
$27.1K ﹤0.01%
447
679
$27K ﹤0.01%
235
680
$26.9K ﹤0.01%
200
681
$26.8K ﹤0.01%
700
682
$26.5K ﹤0.01%
268
683
$26.1K ﹤0.01%
108
684
$25.9K ﹤0.01%
1,375
685
$25.9K ﹤0.01%
1,030
-335
686
$25.8K ﹤0.01%
325
-75
687
$25.7K ﹤0.01%
1,214
688
$25.6K ﹤0.01%
270
689
$25.3K ﹤0.01%
150
690
$25.2K ﹤0.01%
600
691
$24.6K ﹤0.01%
166
692
$24.6K ﹤0.01%
500
+2
693
$24.5K ﹤0.01%
160
694
$24.5K ﹤0.01%
90
-57
695
$24.4K ﹤0.01%
300
696
$24.4K ﹤0.01%
640
697
$24.1K ﹤0.01%
400
698
$24K ﹤0.01%
276
+1
699
$24K ﹤0.01%
405
700
$23.8K ﹤0.01%
194
-50
26 27
28
29 30