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
126
$2.36M 0.21%
8,018
+9
127
$2.32M 0.2%
12,684
-153
128
$2.3M 0.2%
17,133
+2,910
129
$2.11M 0.19%
42,213
+3,324
130
$2.07M 0.18%
19,674
-350
131
$2.07M 0.18%
25,897
+855
132
$2.07M 0.18%
57,883
-5,750
133
$2.02M 0.18%
7,211
-396
134
$1.99M 0.17%
25,262
135
$1.99M 0.17%
2,525
+83
136
$1.93M 0.17%
13,280
-64
137
$1.93M 0.17%
4,165
138
$1.89M 0.17%
7,872
+617
139
$1.84M 0.16%
61,212
-7,721
140
$1.82M 0.16%
41,736
+141
141
$1.76M 0.15%
8,931
+324
142
$1.75M 0.15%
17,831
+794
143
$1.74M 0.15%
19,133
-398
144
$1.67M 0.15%
26,099
+723
145
$1.66M 0.15%
5,021
+773
146
$1.64M 0.14%
6,900
+1,048
147
$1.64M 0.14%
17,766
+10
148
$1.62M 0.14%
6,847
-203
149
$1.55M 0.14%
53,390
+2,447
150
$1.54M 0.14%
3,285
+458
4 5
6
7 8