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
826
$2.95K ﹤0.01%
100
827
$2.94K ﹤0.01%
52
828
$2.93K ﹤0.01%
382
+323
829
$2.89K ﹤0.01%
40
830
$2.65K ﹤0.01%
50
831
$2.64K ﹤0.01%
100
832
$2.63K ﹤0.01%
81
833
$2.55K ﹤0.01%
105
834
$2.53K ﹤0.01%
100
835
$2.47K ﹤0.01%
152
+1
836
$2.46K ﹤0.01%
+60
837
$2.42K ﹤0.01%
16
838
$2.4K ﹤0.01%
50
839
$2.37K ﹤0.01%
45
-1,387
840
$2.33K ﹤0.01%
63
-120
841
$2.3K ﹤0.01%
13
842
$2.29K ﹤0.01%
+212
843
$2.26K ﹤0.01%
36
844
$2.25K ﹤0.01%
+31
845
$2.24K ﹤0.01%
87
+43
846
$2.22K ﹤0.01%
94
-338
847
$2.15K ﹤0.01%
80
848
$2.13K ﹤0.01%
+39
849
$2.13K ﹤0.01%
100
850
$2.11K ﹤0.01%
7
-407
32 33
34
35 36