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
51
$5.65M 0.5%
201,359
-2,378
52
$5.59M 0.49%
9,844
-437
53
$5.41M 0.47%
68,356
-1,629
54
$5.21M 0.46%
9,277
+10
55
$5.19M 0.46%
114,430
-3,213
56
$5.18M 0.45%
98,536
+1,673
57
$5.12M 0.45%
13,186
+314
58
$5.01M 0.44%
115,702
-1,933
59
$5M 0.44%
40,299
-3,103
60
$4.97M 0.44%
8,044
-43
61
$4.96M 0.44%
46,911
+3,758
62
$4.85M 0.43%
20,325
+1,926
63
$4.81M 0.42%
60,487
+3,495
64
$4.8M 0.42%
57,082
+1,203
65
$4.66M 0.41%
15,098
-302
66
$4.33M 0.38%
116,302
+7,019
67
$4.32M 0.38%
109,036
+47
68
$4.28M 0.38%
14,636
-304
69
$4.24M 0.37%
1,143
-4
70
$4.23M 0.37%
167,046
+3,183
71
$4.22M 0.37%
31,649
+1,025
72
$4.19M 0.37%
35,153
+3,906
73
$4.12M 0.36%
32,340
-930
74
$4.11M 0.36%
280,435
+1,012
75
$4M 0.35%
75,796
+37,371
1 2
3
4 5