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
76
$3.95M 0.35%
15,904
+174
77
$3.88M 0.34%
10,358
+587
78
$3.82M 0.34%
37,857
-2,316
79
$3.77M 0.33%
54,366
+2,648
80
$3.77M 0.33%
79,720
-1,660
81
$3.75M 0.33%
10,340
-43
82
$3.74M 0.33%
9,460
-325
83
$3.74M 0.33%
53,852
-1,091
84
$3.69M 0.32%
14,427
-49
85
$3.58M 0.31%
5,052
+411
86
$3.42M 0.3%
14,775
-500
87
$3.37M 0.3%
17,084
+489
88
$3.33M 0.29%
41,898
+683
89
$3.24M 0.28%
35,900
-925
90
$3.23M 0.28%
54,969
91
$3.23M 0.28%
10,623
-730
92
$3.2M 0.28%
120,855
+6,318
93
$3.19M 0.28%
39,533
-9,870
94
$3.13M 0.27%
18,281
+99
95
$3.12M 0.27%
9,812
+1,100
96
$3.06M 0.27%
14,756
-2,294
97
$3.05M 0.27%
5,618
+4,661
98
$3.02M 0.27%
25,124
+547
99
$3.01M 0.26%
69,963
-3,424
100
$3.01M 0.26%
26,275
-30
2 3
4
5 6