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
1026
$244 ﹤0.01%
30
1027
$188 ﹤0.01%
16
1028
$151 ﹤0.01%
79
1029
$150 ﹤0.01%
16
1030
$145 ﹤0.01%
15
1031
$138 ﹤0.01%
1
1032
$132 ﹤0.01%
2
1033
$129 ﹤0.01%
+1
1034
– –
0
1035
$120 ﹤0.01%
1
1036
$119 ﹤0.01%
56
1037
$97 ﹤0.01%
2
1038
$70 ﹤0.01%
5
1039
$54 ﹤0.01%
1
1040
$40 ﹤0.01%
1
1041
$33 ﹤0.01%
17
1042
$21 ﹤0.01%
12
1043
$11 ﹤0.01%
1
1044
$5 ﹤0.01%
4
1045
– –
-40
1046
– –
-50
1047
– –
-75
1048
– –
-100
1049
– –
-45
1050
– –
-371
40 41
42
43 44