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
626
$22.8K ﹤0.01%
292
627
$22.8K ﹤0.01%
255
628
$22.6K ﹤0.01%
300
629
$22.4K ﹤0.01%
184
630
$22.2K ﹤0.01%
570
-1,104
631
$22.1K ﹤0.01%
270
632
$22.1K ﹤0.01%
275
633
$22K ﹤0.01%
650
-300
634
$21.7K ﹤0.01%
50
-102
635
$21.6K ﹤0.01%
200
636
$21K ﹤0.01%
378
-565
637
$20.9K ﹤0.01%
150
638
$20.5K ﹤0.01%
+100
639
$20.5K ﹤0.01%
398
640
$20.4K ﹤0.01%
2,000
641
$20.3K ﹤0.01%
137
642
$20.2K ﹤0.01%
2,000
643
$20.1K ﹤0.01%
246
644
$20.1K ﹤0.01%
100
645
$19.9K ﹤0.01%
400
-345
646
$19.8K ﹤0.01%
2,000
647
$19.6K ﹤0.01%
2,000
648
$19.6K ﹤0.01%
2,000
649
$18.5K ﹤0.01%
405
650
$18.1K ﹤0.01%
5,000
24 25
26
27 28