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
1001
$697 ﹤0.01%
80
1002
$665 ﹤0.01%
11
1003
$656 ﹤0.01%
10
1004
$655 ﹤0.01%
14
1005
$596 ﹤0.01%
+24
1006
$595 ﹤0.01%
15
1007
$585 ﹤0.01%
14
1008
$568 ﹤0.01%
3
1009
$560 ﹤0.01%
14
1010
$552 ﹤0.01%
25
1011
$544 ﹤0.01%
11
+1
1012
$518 ﹤0.01%
20
1013
$503 ﹤0.01%
39
1014
$488 ﹤0.01%
+18
1015
$481 ﹤0.01%
500
1016
$451 ﹤0.01%
65
1017
$445 ﹤0.01%
25
1018
$400 ﹤0.01%
50
1019
$343 ﹤0.01%
9
1020
$321 ﹤0.01%
30
1021
$320 ﹤0.01%
2
1022
$310 ﹤0.01%
+17
1023
$295 ﹤0.01%
3
1024
$295 ﹤0.01%
+3
1025
$292 ﹤0.01%
7
39 40
41
42 43