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
751
$15.3K ﹤0.01%
303
752
$15.2K ﹤0.01%
2,000
753
$15.1K ﹤0.01%
121
+110
754
$15K ﹤0.01%
170
-80
755
$14.7K ﹤0.01%
210
-75
756
$14.7K ﹤0.01%
105
757
$14.6K ﹤0.01%
+158
758
$14.2K ﹤0.01%
350
759
$14.1K ﹤0.01%
250
760
$14.1K ﹤0.01%
200
761
$14K ﹤0.01%
269
-88
762
$13.7K ﹤0.01%
63
-35
763
$13.7K ﹤0.01%
81
764
$13.7K ﹤0.01%
190
765
$13.6K ﹤0.01%
65
766
$13.6K ﹤0.01%
72
767
$13.5K ﹤0.01%
275
768
$13.4K ﹤0.01%
268
+3
769
$13.4K ﹤0.01%
80
770
$13.3K ﹤0.01%
350
771
$13.3K ﹤0.01%
57
772
$13.2K ﹤0.01%
138
773
$13.1K ﹤0.01%
+412
774
$12.8K ﹤0.01%
100
775
$12.6K ﹤0.01%
300
29 30
31
32 33