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
576
$31.1K ﹤0.01%
110
577
$30.9K ﹤0.01%
+60
578
$30.9K ﹤0.01%
400
579
$30.8K ﹤0.01%
707
+9
580
$30.7K ﹤0.01%
1,000
581
$30.6K ﹤0.01%
120
582
$30.5K ﹤0.01%
195
-55
583
$30.4K ﹤0.01%
500
584
$30.4K ﹤0.01%
2,000
585
$30.3K ﹤0.01%
777
586
$29.5K ﹤0.01%
345
-2,206
587
$29.4K ﹤0.01%
650
588
$28.6K ﹤0.01%
254
589
$28.6K ﹤0.01%
155
-25
590
$28.2K ﹤0.01%
650
+50
591
$28.2K ﹤0.01%
766
+2
592
$27.9K ﹤0.01%
649
593
$27.7K ﹤0.01%
500
594
$27.6K ﹤0.01%
1,437
595
$27.1K ﹤0.01%
400
596
$27K ﹤0.01%
450
597
$26.9K ﹤0.01%
448
598
$26.9K ﹤0.01%
1,000
599
$26.7K ﹤0.01%
500
600
$26.7K ﹤0.01%
273
22 23
24
25 26