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
776
$12.5K ﹤0.01%
139
777
$12.3K ﹤0.01%
50
778
$12.3K ﹤0.01%
1,378
-19
779
$12.2K ﹤0.01%
175
780
$11.7K ﹤0.01%
62
781
$11.6K ﹤0.01%
26
782
$11.6K ﹤0.01%
40
783
$11.5K ﹤0.01%
+306
784
$11.4K ﹤0.01%
900
785
$11.4K ﹤0.01%
47
786
$11.3K ﹤0.01%
100
787
$11.2K ﹤0.01%
+1,000
788
$10.9K ﹤0.01%
285
789
$10.9K ﹤0.01%
500
790
$10.8K ﹤0.01%
4,000
791
$10.6K ﹤0.01%
30
792
$10.5K ﹤0.01%
280
793
$10.4K ﹤0.01%
249
794
$10.3K ﹤0.01%
40
795
$10.3K ﹤0.01%
136
796
$10.3K ﹤0.01%
200
797
$10.2K ﹤0.01%
415
-150
798
$10K ﹤0.01%
1,170
+17
799
$9.89K ﹤0.01%
1,000
800
$9.84K ﹤0.01%
40
30 31
32
33 34