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
651
$18.1K ﹤0.01%
300
652
$17.8K ﹤0.01%
+500
653
$17.8K ﹤0.01%
467
-369
654
$17.5K ﹤0.01%
540
655
$17.4K ﹤0.01%
214
656
$17K ﹤0.01%
800
-1,400
657
$16.6K ﹤0.01%
+115
658
$16.6K ﹤0.01%
150
659
$16.4K ﹤0.01%
+1,000
660
$16.3K ﹤0.01%
1,000
661
$16K ﹤0.01%
122
662
$15.8K ﹤0.01%
50
+9
663
$15.8K ﹤0.01%
200
664
$15.2K ﹤0.01%
1,400
665
$14.8K ﹤0.01%
1,000
666
$14.8K ﹤0.01%
330
667
$14.5K ﹤0.01%
200
668
$14.5K ﹤0.01%
400
+150
669
$14.4K ﹤0.01%
1,000
670
$14.3K ﹤0.01%
100
671
$14.2K ﹤0.01%
268
672
$14.2K ﹤0.01%
216
673
$14K ﹤0.01%
255
674
$13.7K ﹤0.01%
1,000
675
$13.6K ﹤0.01%
1,950
25 26
27
28 29