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
1
$51.1M 4.48%
102,679
-2,351
2
$37.7M 3.3%
106,081
-1,019
3
$28M 2.46%
136,659
+1,011
4
$27.6M 2.42%
1,130,555
-2,462
5
$25.5M 2.24%
13,036
+4,585
6
$21.6M 1.9%
39,216
-2,539
7
$21.3M 1.87%
1,086,314
+40,111
8
$20M 1.75%
112,603
+21,667
9
$19.9M 1.75%
1,019,256
+26,763
10
$19.8M 1.74%
965,775
+31,616
11
$19.5M 1.71%
29,382
+545
12
$18.1M 1.58%
37,166
-160
13
$16.2M 1.42%
73,854
+3,978
14
$15.8M 1.39%
85,278
+352
15
$15.6M 1.37%
88,632
-15,844
16
$14.6M 1.28%
19,793
+32
17
$13.4M 1.18%
87,702
+1,444
18
$13.3M 1.16%
83,907
+4,108
19
$11.7M 1.03%
40,297
+334
20
$11M 0.96%
14,054
+38
21
$10.9M 0.96%
101,516
-502
22
$10.3M 0.91%
46,628
+1,136
23
$10.3M 0.9%
44,676
+1,033
24
$9.71M 0.85%
82,300
+779
25
$9.71M 0.85%
60,929
-4,177
1
2 3 4 5