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
826
$8.46K ﹤0.01%
85
+3
827
$8.42K ﹤0.01%
200
828
$8.41K ﹤0.01%
27
829
$8.4K ﹤0.01%
200
830
$8.29K ﹤0.01%
218
831
$8.29K ﹤0.01%
740
832
$8.23K ﹤0.01%
200
833
$8.21K ﹤0.01%
124
834
$8.12K ﹤0.01%
100
835
$8.05K ﹤0.01%
5,400
836
$8.02K ﹤0.01%
53
837
$7.92K ﹤0.01%
374
838
$7.89K ﹤0.01%
1,470
-100
839
$7.66K ﹤0.01%
200
840
$7.66K ﹤0.01%
41
841
$7.64K ﹤0.01%
740
842
$7.61K ﹤0.01%
312
843
$7.51K ﹤0.01%
37
844
$7.41K ﹤0.01%
40
-35
845
$7.4K ﹤0.01%
75
846
$7.38K ﹤0.01%
350
847
$7.22K ﹤0.01%
950
-550
848
$7.21K ﹤0.01%
1,394
+9
849
$7.21K ﹤0.01%
155
850
$7.1K ﹤0.01%
157
32 33
34
35 36