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
151
$1.54M 0.13%
70,266
+2,321
152
$1.53M 0.13%
8,334
-47
153
$1.47M 0.13%
7,586
+2
154
$1.47M 0.13%
26,116
-1,631
155
$1.46M 0.13%
14,464
+112
156
$1.41M 0.12%
36,800
-4,108
157
$1.4M 0.12%
32,285
+1,933
158
$1.39M 0.12%
10,459
+48
159
$1.38M 0.12%
4,942
+301
160
$1.36M 0.12%
21,525
161
$1.35M 0.12%
61,307
-1,462
162
$1.35M 0.12%
20,149
+438
163
$1.33M 0.12%
4,558
+145
164
$1.33M 0.12%
8,860
165
$1.27M 0.11%
5,150
-49
166
$1.27M 0.11%
2,538
+6
167
$1.26M 0.11%
2,458
-1,777
168
$1.26M 0.11%
9,800
169
$1.26M 0.11%
8,172
170
$1.25M 0.11%
5,670
171
$1.25M 0.11%
10,135
-1,100
172
$1.24M 0.11%
4,150
-222
173
$1.24M 0.11%
17,034
+4,044
174
$1.22M 0.11%
11,163
175
$1.22M 0.11%
10,377
+473
5 6
7
8 9