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
526
$49.2K 0.01%
1,200
-170
527
$49.2K 0.01%
1,111
+661
528
$48.6K 0.01%
918
+106
529
$48.2K 0.01%
61
+10
530
$48.2K 0.01%
1,541
+104
531
$48.1K 0.01%
100
532
$48K 0.01%
1,850
533
$48K 0.01%
248
534
$47.2K 0.01%
722
535
$47.1K 0.01%
800
536
$46.2K 0.01%
462
537
$46.1K 0.01%
+640
538
$45.6K 0.01%
583
-46
539
$44.7K 0.01%
+500
540
$43.7K 0.01%
485
-865
541
$43.5K 0.01%
1,300
542
$42.9K 0.01%
2,570
543
$42.7K 0.01%
2,700
+1,200
544
$42.2K 0.01%
325
545
$41.3K 0.01%
189
546
$41.3K 0.01%
155
+50
547
$41.2K 0.01%
312
548
$40.9K 0.01%
1,121
549
$40.1K 0.01%
367
550
$39.6K 0.01%
600
20 21
22
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