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
551
$39.4K 0.01%
750
552
$39.2K 0.01%
1,104
-57
553
$38.9K 0.01%
333
554
$38.6K 0.01%
363
-85
555
$38.2K 0.01%
908
556
$38.1K 0.01%
1,000
557
$37.8K 0.01%
200
558
$37.4K 0.01%
536
559
$37.1K 0.01%
610
+210
560
$36.5K 0.01%
615
-1,235
561
$36.3K 0.01%
517
-73
562
$36.2K 0.01%
10,000
563
$36.1K 0.01%
100
564
$35.9K 0.01%
400
565
$35.8K 0.01%
679
566
$35.7K 0.01%
600
567
$35.3K ﹤0.01%
215
+60
568
$34K ﹤0.01%
800
569
$33.4K ﹤0.01%
165
+10
570
$33.1K ﹤0.01%
514
+150
571
$32.5K ﹤0.01%
500
572
$32.2K ﹤0.01%
426
573
$32K ﹤0.01%
1,101
+550
574
$31.9K ﹤0.01%
270
575
$31.2K ﹤0.01%
360
+125
21 22
23
24 25