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
176
$1.21M 0.11%
5,870
-80
177
$1.18M 0.1%
38,135
+1,800
178
$1.18M 0.1%
13,130
+1,043
179
$1.15M 0.1%
39,074
+2,140
180
$1.14M 0.1%
63,030
-625
181
$1.11M 0.1%
7,834
-1,626
182
$1.1M 0.1%
4,044
+157
183
$1.1M 0.1%
5,236
-175
184
$1.08M 0.1%
13,519
-5
185
$1.08M 0.09%
11,888
-100
186
$1.08M 0.09%
8,979
-885
187
$1.06M 0.09%
39,772
+42
188
$1.05M 0.09%
4,016
189
$1.05M 0.09%
5,931
+135
190
$1.03M 0.09%
1,282
-298
191
$1.02M 0.09%
3,777
+15
192
$975K 0.09%
12,461
-29,279
193
$954K 0.08%
15,382
-58
194
$933K 0.08%
19,012
-900
195
$918K 0.08%
16,367
196
$912K 0.08%
6,691
+6,212
197
$893K 0.08%
8,314
+669
198
$892K 0.08%
8,951
-465
199
$887K 0.08%
12,847
-750
200
$886K 0.08%
11,360
-185
6 7
8
9 10