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
751
$6.75K ﹤0.01%
50
752
$6.72K ﹤0.01%
4
753
$6.66K ﹤0.01%
350
754
$6.66K ﹤0.01%
+81
755
$6.64K ﹤0.01%
45
756
$6.55K ﹤0.01%
375
757
$6.54K ﹤0.01%
172
+30
758
$6.47K ﹤0.01%
+54
759
$6.44K ﹤0.01%
1,026
+9
760
$6.4K ﹤0.01%
97
761
$6.39K ﹤0.01%
46
762
$6.39K ﹤0.01%
400
763
$6.36K ﹤0.01%
44
764
$6.16K ﹤0.01%
50
-50
765
$6.08K ﹤0.01%
106
766
$5.88K ﹤0.01%
220
767
$5.87K ﹤0.01%
+182
768
$5.86K ﹤0.01%
68
-15
769
$5.81K ﹤0.01%
280
770
$5.76K ﹤0.01%
300
771
$5.76K ﹤0.01%
47
+6
772
$5.74K ﹤0.01%
50
773
$5.74K ﹤0.01%
200
774
$5.72K ﹤0.01%
126
775
$5.71K ﹤0.01%
400
-1,000
29 30
31
32 33