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
701
$23.5K ﹤0.01%
385
702
$23.4K ﹤0.01%
95
703
$23.3K ﹤0.01%
+2,100
704
$23K ﹤0.01%
448
705
$23K ﹤0.01%
529
706
$22.9K ﹤0.01%
74
707
$22.9K ﹤0.01%
5,000
708
$22.7K ﹤0.01%
145
709
$22.4K ﹤0.01%
169
710
$22K ﹤0.01%
264
711
$21.8K ﹤0.01%
21
712
$21.8K ﹤0.01%
94
713
$21K ﹤0.01%
335
714
$20.9K ﹤0.01%
200
715
$20.7K ﹤0.01%
71
716
$20.6K ﹤0.01%
620
717
$20.6K ﹤0.01%
214
718
$20.4K ﹤0.01%
1,785
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719
$20.4K ﹤0.01%
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720
$20.1K ﹤0.01%
+550
721
$20K ﹤0.01%
334
722
$19.7K ﹤0.01%
542
723
$19.5K ﹤0.01%
64
724
$19.4K ﹤0.01%
148
725
$19.4K ﹤0.01%
790