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
776
$5.67K ﹤0.01%
+20
777
$5.64K ﹤0.01%
348
-70
778
$5.38K ﹤0.01%
215
779
$5.29K ﹤0.01%
204
780
$5.18K ﹤0.01%
45
781
$5.18K ﹤0.01%
443
+38
782
$5.17K ﹤0.01%
118
783
$5.16K ﹤0.01%
41
784
$5.15K ﹤0.01%
57
785
$5.05K ﹤0.01%
260
-1,447
786
$5K ﹤0.01%
104
787
$4.98K ﹤0.01%
276
-96
788
$4.95K ﹤0.01%
200
789
$4.84K ﹤0.01%
100
790
$4.83K ﹤0.01%
53
791
$4.82K ﹤0.01%
150
792
$4.79K ﹤0.01%
86
793
$4.54K ﹤0.01%
24
794
$4.48K ﹤0.01%
40
795
$4.43K ﹤0.01%
50
796
$4.41K ﹤0.01%
200
797
$4.34K ﹤0.01%
100
798
$4.28K ﹤0.01%
80
799
$4.22K ﹤0.01%
58
800
$4.14K ﹤0.01%
+24
30 31
32
33 34