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
701
$11.6K ﹤0.01%
300
702
$11.5K ﹤0.01%
+185
703
$11.3K ﹤0.01%
140
-100
704
$11.3K ﹤0.01%
55
705
$11.3K ﹤0.01%
740
706
$11.2K ﹤0.01%
146
707
$11K ﹤0.01%
138
708
$10.8K ﹤0.01%
250
709
$10.8K ﹤0.01%
233
710
$10.8K ﹤0.01%
146
711
$10.7K ﹤0.01%
120
712
$10.6K ﹤0.01%
300
713
$10.5K ﹤0.01%
393
714
$10.4K ﹤0.01%
333
715
$10.3K ﹤0.01%
100
716
$10.3K ﹤0.01%
200
717
$10.2K ﹤0.01%
100
718
$10K ﹤0.01%
400
-8,627
719
$10K ﹤0.01%
45
720
$9.94K ﹤0.01%
249
721
$9.91K ﹤0.01%
20
722
$9.85K ﹤0.01%
574
+374
723
$9.83K ﹤0.01%
400
-8,783
724
$9.82K ﹤0.01%
130
725
$9.73K ﹤0.01%
58
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