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
951
$2.15K ﹤0.01%
7
952
$2.07K ﹤0.01%
81
953
$2.05K ﹤0.01%
87
-438
954
$2.03K ﹤0.01%
47
+1
955
$2.01K ﹤0.01%
+40
956
$1.98K ﹤0.01%
55
957
$1.98K ﹤0.01%
10
958
$1.96K ﹤0.01%
4
959
$1.95K ﹤0.01%
25
960
$1.95K ﹤0.01%
25
961
$1.94K ﹤0.01%
50
962
$1.92K ﹤0.01%
20
963
$1.91K ﹤0.01%
15
964
$1.91K ﹤0.01%
28
965
$1.87K ﹤0.01%
17
966
$1.86K ﹤0.01%
+25
967
$1.8K ﹤0.01%
100
968
$1.79K ﹤0.01%
+50
969
$1.76K ﹤0.01%
347
970
$1.72K ﹤0.01%
75
-75
971
$1.7K ﹤0.01%
+10
972
$1.67K ﹤0.01%
21
973
$1.65K ﹤0.01%
32
974
$1.65K ﹤0.01%
20
975
$1.62K ﹤0.01%
200
37 38
39
40 41