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
901
$4.55K ﹤0.01%
86
902
$4.46K ﹤0.01%
220
903
$4.42K ﹤0.01%
1,138
+16
904
$4.41K ﹤0.01%
+100
905
$4.36K ﹤0.01%
856
+97
906
$4.28K ﹤0.01%
200
907
$4.17K ﹤0.01%
+90
908
$4.15K ﹤0.01%
99
909
$4.15K ﹤0.01%
400
910
$4.13K ﹤0.01%
25
911
$4.06K ﹤0.01%
46
912
$3.91K ﹤0.01%
415
913
$3.89K ﹤0.01%
90
914
$3.79K ﹤0.01%
436
+2
915
$3.65K ﹤0.01%
22
916
$3.65K ﹤0.01%
1,297
917
$3.63K ﹤0.01%
126
918
$3.5K ﹤0.01%
191
919
$3.34K ﹤0.01%
39
920
$3.31K ﹤0.01%
1,067
921
$3.27K ﹤0.01%
48
922
$3.24K ﹤0.01%
211
923
$3.16K ﹤0.01%
108
924
$3.14K ﹤0.01%
635
-218
925
$3.08K ﹤0.01%
86
-40
35 36
37
38 39