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
801
$9.82K ﹤0.01%
250
802
$9.74K ﹤0.01%
1,001
+400
803
$9.64K ﹤0.01%
1,000
804
$9.41K ﹤0.01%
115
805
$9.37K ﹤0.01%
+50
806
$9.36K ﹤0.01%
61
807
$9.33K ﹤0.01%
400
808
$9.33K ﹤0.01%
189
809
$9.3K ﹤0.01%
235
810
$9.25K ﹤0.01%
430
811
$9.24K ﹤0.01%
84
812
$9.15K ﹤0.01%
42
813
$9.15K ﹤0.01%
32
814
$9.01K ﹤0.01%
+200
815
$8.99K ﹤0.01%
158
816
$8.96K ﹤0.01%
200
817
$8.89K ﹤0.01%
37
818
$8.88K ﹤0.01%
145
+6
819
$8.84K ﹤0.01%
30
820
$8.71K ﹤0.01%
61
821
$8.64K ﹤0.01%
418
822
$8.54K ﹤0.01%
47
823
$8.5K ﹤0.01%
100
824
$8.47K ﹤0.01%
150
825
$8.46K ﹤0.01%
533
31 32
33
34 35