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
876
$5.71K ﹤0.01%
250
877
$5.52K ﹤0.01%
35
878
$5.41K ﹤0.01%
30
-125
879
$5.35K ﹤0.01%
167
880
$5.29K ﹤0.01%
200
881
$5.29K ﹤0.01%
17
882
$5.25K ﹤0.01%
+403
883
$5.21K ﹤0.01%
100
884
$5.16K ﹤0.01%
119
885
$5.14K ﹤0.01%
+45
886
$5.13K ﹤0.01%
100
887
$5.1K ﹤0.01%
58
888
$5.07K ﹤0.01%
104
889
$5.07K ﹤0.01%
87
890
$5.06K ﹤0.01%
117
891
$5.02K ﹤0.01%
40
892
$4.99K ﹤0.01%
17
893
$4.91K ﹤0.01%
422
894
$4.86K ﹤0.01%
500
-1,300
895
$4.7K ﹤0.01%
31
896
$4.7K ﹤0.01%
153
+1
897
$4.69K ﹤0.01%
65
-60
898
$4.66K ﹤0.01%
+88
899
$4.63K ﹤0.01%
44
900
$4.6K ﹤0.01%
50
34 35
36
37 38