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
726
$19.2K ﹤0.01%
300
727
$18.7K ﹤0.01%
160
-5
728
$18.5K ﹤0.01%
273
-18
729
$18.3K ﹤0.01%
25
730
$18.2K ﹤0.01%
1,153
-710
731
$18K ﹤0.01%
295
-75
732
$18K ﹤0.01%
95
733
$18K ﹤0.01%
100
734
$18K ﹤0.01%
130
735
$18K ﹤0.01%
200
736
$17.9K ﹤0.01%
35
737
$17.6K ﹤0.01%
250
738
$17.4K ﹤0.01%
200
-300
739
$17.2K ﹤0.01%
+371
740
$16.7K ﹤0.01%
29
+4
741
$16.7K ﹤0.01%
1,000
742
$16.5K ﹤0.01%
268
743
$16.5K ﹤0.01%
194
744
$16.5K ﹤0.01%
1,650
745
$16.3K ﹤0.01%
148
746
$16.3K ﹤0.01%
40
747
$16K ﹤0.01%
347
748
$15.5K ﹤0.01%
161
749
$15.3K ﹤0.01%
124
750
$15.3K ﹤0.01%
1,409
28 29
30
31 32