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
851
$7.02K ﹤0.01%
100
852
$7.01K ﹤0.01%
1,920
853
$6.93K ﹤0.01%
120
854
$6.89K ﹤0.01%
200
855
$6.84K ﹤0.01%
25
-25
856
$6.8K ﹤0.01%
167
857
$6.75K ﹤0.01%
100
858
$6.72K ﹤0.01%
66
859
$6.61K ﹤0.01%
370
860
$6.58K ﹤0.01%
24
861
$6.55K ﹤0.01%
200
862
$6.48K ﹤0.01%
100
863
$6.39K ﹤0.01%
125
864
$6.3K ﹤0.01%
78
865
$6.29K ﹤0.01%
86
866
$6.27K ﹤0.01%
100
867
$6.21K ﹤0.01%
180
868
$6.16K ﹤0.01%
110
869
$6.1K ﹤0.01%
38
870
$6.08K ﹤0.01%
55
871
$6.08K ﹤0.01%
206
+1
872
$6K ﹤0.01%
620
+1
873
$5.89K ﹤0.01%
94
+26
874
$5.74K ﹤0.01%
250
875
$5.74K ﹤0.01%
500
33 34
35
36 37