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
201
$871K 0.08%
9,511
-393
202
$864K 0.08%
5,125
-50
203
$864K 0.08%
1,633
204
$838K 0.07%
6,926
-100
205
$834K 0.07%
1,965
-12
206
$823K 0.07%
9,825
207
$810K 0.07%
8,638
-255
208
$792K 0.07%
15,128
+300
209
$790K 0.07%
32,424
210
$786K 0.07%
749
-20
211
$782K 0.07%
19,830
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212
$782K 0.07%
2,771
-65
213
$761K 0.07%
2,377
-45
214
$755K 0.07%
3,750
+5
215
$752K 0.07%
3,158
+3,041
216
$751K 0.07%
1,503
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217
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218
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7,900
-200
219
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1,617
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220
$713K 0.06%
5,062
-949
221
$712K 0.06%
8,366
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222
$710K 0.06%
31,698
-3,967
223
$708K 0.06%
10,261
-196
224
$695K 0.06%
10,060
+1,641
225
$681K 0.06%
12,144
-450
7 8
9
10 11