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
926
$3.08K ﹤0.01%
+75
927
$3.05K ﹤0.01%
42
928
$2.99K ﹤0.01%
50
929
$2.98K ﹤0.01%
10
930
$2.94K ﹤0.01%
300
931
$2.9K ﹤0.01%
59
932
$2.88K ﹤0.01%
51
933
$2.84K ﹤0.01%
13
-23
934
$2.75K ﹤0.01%
200
935
$2.65K ﹤0.01%
41
936
$2.63K ﹤0.01%
80
937
$2.56K ﹤0.01%
75
938
$2.43K ﹤0.01%
250
939
$2.41K ﹤0.01%
12
-72
940
$2.4K ﹤0.01%
1,200
941
$2.4K ﹤0.01%
15
942
$2.38K ﹤0.01%
18
943
$2.37K ﹤0.01%
106
944
$2.36K ﹤0.01%
50
-50
945
$2.34K ﹤0.01%
35
946
$2.33K ﹤0.01%
7
947
$2.3K ﹤0.01%
40
948
$2.29K ﹤0.01%
80
949
$2.27K ﹤0.01%
21
950
$2.19K ﹤0.01%
200
36 37
38
39 40