AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
-0.71%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$719M
AUM Growth
-$4.16M
(-0.58%)
Cap. Flow
+$3.95M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
20.71%
Holding
986
New
41
Increased
239
Reduced
236
Closed
56
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
+$1.28M |
| 2 |
Intel
INTC
|
+$1.08M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$820K |
| 4 |
Meta Platforms (Facebook)
META
|
+$701K |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$572K |
Top Sells
| 1 |
Baxter International
BAX
|
+$739K |
| 2 |
Republic Services
RSG
|
+$698K |
| 3 |
Enbridge
ENB
|
+$614K |
| 4 |
Alibaba
BABA
|
+$604K |
| 5 |
Oracle
ORCL
|
+$509K |
Sector Composition
| 1 | Technology | 14.66% |
| 2 | Healthcare | 12.31% |
| 3 | Financials | 11.1% |
| 4 | Industrials | 8.54% |
| 5 | Communication Services | 7.1% |
