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
401
$149K 0.02%
919
402
$148K 0.02%
1,305
403
$146K 0.02%
1,225
+305
404
$145K 0.02%
10,000
405
$144K 0.02%
335
+60
406
$144K 0.02%
4,275
+4,200
407
$141K 0.02%
2,341
-2,730
408
$139K 0.02%
12,000
409
$138K 0.02%
1,882
410
$138K 0.02%
4,204
-1,256
411
$136K 0.02%
183
-11
412
$135K 0.02%
6,871
+12
413
$135K 0.02%
2,182
+102
414
$133K 0.02%
1,793
415
$131K 0.02%
775
416
$131K 0.02%
4,788
417
$130K 0.02%
5,532
418
$129K 0.02%
1,025
-175
419
$128K 0.02%
1,769
420
$128K 0.02%
911
421
$127K 0.02%
2,060
422
$126K 0.02%
2,164
-33
423
$125K 0.02%
2,300
424
$123K 0.02%
5,500
425
$121K 0.02%
+385
15 16
17
18 19