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
876
$1.59K ﹤0.01%
67
+17
877
$1.55K ﹤0.01%
38
878
$1.54K ﹤0.01%
12
879
$1.53K ﹤0.01%
40
880
$1.53K ﹤0.01%
49
881
$1.52K ﹤0.01%
3
882
$1.51K ﹤0.01%
+5
883
$1.49K ﹤0.01%
29
+1
884
$1.45K ﹤0.01%
30
885
$1.44K ﹤0.01%
26
886
$1.44K ﹤0.01%
13
887
$1.4K ﹤0.01%
40
888
$1.39K ﹤0.01%
30
889
$1.39K ﹤0.01%
211
890
$1.35K ﹤0.01%
+180
891
$1.33K ﹤0.01%
50
892
$1.33K ﹤0.01%
16
893
$1.3K ﹤0.01%
46
894
$1.25K ﹤0.01%
6
895
$1.18K ﹤0.01%
9
-7
896
$1.14K ﹤0.01%
40
897
$1.12K ﹤0.01%
49
898
$1.09K ﹤0.01%
41
899
– –
0
900
$1.03K ﹤0.01%
+2
34 35
36
37 38