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
501
$58K 0.01%
935
502
$57.9K 0.01%
1,200
503
$57.3K 0.01%
3,900
504
$57.1K 0.01%
4,500
+1,500
505
$57K 0.01%
518
+250
506
$56.6K 0.01%
1,184
+161
507
$56.5K 0.01%
875
-50
508
$56.5K 0.01%
1,360
509
$56.5K 0.01%
800
510
$55.3K 0.01%
267
511
$54.5K 0.01%
290
512
$54.2K 0.01%
314
513
$54K 0.01%
775
-1,300
514
$53.7K 0.01%
3,927
+1
515
$53.5K 0.01%
1,000
516
$53.5K 0.01%
50
517
$52.8K 0.01%
800
+400
518
$52.3K 0.01%
1,765
+2
519
$51.3K 0.01%
668
520
$50.8K 0.01%
1,750
+87
521
$50.3K 0.01%
1,521
+1
522
$50.2K 0.01%
1,836
523
$50.2K 0.01%
500
524
$50.1K 0.01%
586
525
$50K 0.01%
170
19 20
21
22 23