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
101
$2.97M 0.26%
33,324
+1,616
102
$2.91M 0.26%
11,295
-743
103
$2.91M 0.26%
10,377
-237
104
$2.9M 0.25%
16,423
+1,084
105
$2.86M 0.25%
8,976
-177
106
$2.86M 0.25%
31,336
+1,849
107
$2.86M 0.25%
30,605
-3,451
108
$2.85M 0.25%
87,457
-300
109
$2.84M 0.25%
21,485
-577
110
$2.76M 0.24%
6,297
+275
111
$2.75M 0.24%
28,500
+624
112
$2.74M 0.24%
36,888
+1,977
113
$2.68M 0.23%
6,878
+388
114
$2.65M 0.23%
109,152
-23,963
115
$2.62M 0.23%
12,788
+28
116
$2.6M 0.23%
11,465
+3,855
117
$2.59M 0.23%
63,652
118
$2.56M 0.22%
37,892
-549
119
$2.49M 0.22%
36,245
-88
120
$2.48M 0.22%
46,895
+2,345
121
$2.44M 0.21%
18,930
+1,214
122
$2.41M 0.21%
10,997
+571
123
$2.4M 0.21%
4,552
+202
124
$2.39M 0.21%
5,896
-5,726
125
$2.37M 0.21%
16,253
-1,974
3 4
5
6 7