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
976
$1.57K ﹤0.01%
400
977
$1.55K ﹤0.01%
164
978
$1.54K ﹤0.01%
550
979
$1.53K ﹤0.01%
50
980
$1.53K ﹤0.01%
247
+1
981
$1.5K ﹤0.01%
94
982
$1.46K ﹤0.01%
+6
983
$1.44K ﹤0.01%
30
984
$1.44K ﹤0.01%
+27
985
$1.43K ﹤0.01%
15
986
$1.34K ﹤0.01%
200
987
$1.33K ﹤0.01%
184
988
$1.3K ﹤0.01%
201
989
$1.23K ﹤0.01%
3
990
$1.16K ﹤0.01%
11
-13
991
$1.12K ﹤0.01%
9
992
$1.11K ﹤0.01%
10
993
$1.08K ﹤0.01%
+15
994
$1.04K ﹤0.01%
65
995
$1.03K ﹤0.01%
95
996
$1K ﹤0.01%
20
-15
997
$986 ﹤0.01%
50
998
$947 ﹤0.01%
90
999
$774 ﹤0.01%
20
1000
$770 ﹤0.01%
27
38 39
40
41 42