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
676
$13.5K ﹤0.01%
530
677
$13.4K ﹤0.01%
225
678
$13.3K ﹤0.01%
313
+98
679
$13.3K ﹤0.01%
264
680
$13.3K ﹤0.01%
249
681
$13.1K ﹤0.01%
224
+2
682
$13.1K ﹤0.01%
105
683
$13K ﹤0.01%
258
684
$12.8K ﹤0.01%
180
685
$12.7K ﹤0.01%
103
+53
686
$12.6K ﹤0.01%
64
687
$12.5K ﹤0.01%
500
688
$12.3K ﹤0.01%
200
689
$12.2K ﹤0.01%
200
690
$12.1K ﹤0.01%
740
691
$12K ﹤0.01%
36
692
$12K ﹤0.01%
475
-8,692
693
$12K ﹤0.01%
430
+115
694
$12K ﹤0.01%
87
695
$11.9K ﹤0.01%
1,500
696
$11.9K ﹤0.01%
200
-75
697
$11.8K ﹤0.01%
100
698
$11.7K ﹤0.01%
40
699
$11.6K ﹤0.01%
360
700
$11.6K ﹤0.01%
714
26 27
28
29 30