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
726
$9.7K ﹤0.01%
775
727
$9.69K ﹤0.01%
408
728
$9.38K ﹤0.01%
375
729
$9.04K ﹤0.01%
174
730
$9.02K ﹤0.01%
+1,110
731
$8.54K ﹤0.01%
500
732
$8.48K ﹤0.01%
350
733
$8.27K ﹤0.01%
350
734
$8.09K ﹤0.01%
100
735
$8K ﹤0.01%
145
736
$7.92K ﹤0.01%
41
737
$7.8K ﹤0.01%
380
+200
738
$7.49K ﹤0.01%
45
+5
739
$7.47K ﹤0.01%
50
740
$7.4K ﹤0.01%
300
+200
741
$7.37K ﹤0.01%
175
742
$7.2K ﹤0.01%
900
743
$7.19K ﹤0.01%
150
744
$7.19K ﹤0.01%
40
745
$7.12K ﹤0.01%
100
746
$6.97K ﹤0.01%
100
747
$6.96K ﹤0.01%
200
748
$6.91K ﹤0.01%
610
+3
749
$6.9K ﹤0.01%
+314
750
$6.88K ﹤0.01%
422
28 29
30
31 32