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
$719M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.1M
3
+$847K
4
META icon
Meta Platforms (Facebook)
META
+$744K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$586K

Top Sells

1
+$742K
2
+$726K
3
+$695K
4
ENB icon
Enbridge
ENB
+$608K
5
ORCL icon
Oracle
ORCL
+$516K

Sector Composition

1 Technology 14.66%
2 Healthcare 12.31%
3 Financials 11.1%
4 Industrials 8.54%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$529K 0.07%
14,550
+1,250
227
$510K 0.07%
4,879
-190
228
$506K 0.07%
2,574
-299
229
$500K 0.07%
2,282
-643
230
$499K 0.07%
3,165
+250
231
$498K 0.07%
3,426
+200
232
$496K 0.07%
2,114
+36
233
$492K 0.07%
2,836
+100
234
$489K 0.07%
6,625
+50
235
$487K 0.07%
2,906
+197
236
$483K 0.07%
14,477
-231
237
$480K 0.07%
13,250
238
$479K 0.07%
10,330
+469
239
$477K 0.07%
5,874
-400
240
$473K 0.07%
4,312
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241
$463K 0.06%
1,654
242
$457K 0.06%
10,406
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243
$456K 0.06%
26,352
+4,128
244
$453K 0.06%
4,425
+2,610
245
$447K 0.06%
1,335
-100
246
$445K 0.06%
8,714
+2
247
$443K 0.06%
4,374
-53
248
$439K 0.06%
8,786
-100
249
$438K 0.06%
4,600
250
$428K 0.06%
1,474
+23
8 9
10
11 12