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
901
$1.03K ﹤0.01%
21
902
$1.02K ﹤0.01%
55
903
$1.02K ﹤0.01%
+14
904
$1K ﹤0.01%
+57
905
$1K ﹤0.01%
+21
906
$968 ﹤0.01%
+104
907
$961 ﹤0.01%
+13
908
$956 ﹤0.01%
+38
909
$927 ﹤0.01%
+29
910
$874 ﹤0.01%
+4
911
$864 ﹤0.01%
+82
912
$786 ﹤0.01%
+17
913
$649 ﹤0.01%
50
914
$647 ﹤0.01%
20
915
$641 ﹤0.01%
7
-3,530
916
$618 ﹤0.01%
20
917
$584 ﹤0.01%
+60
918
$568 ﹤0.01%
17
919
$553 ﹤0.01%
11
920
$498 ﹤0.01%
11
921
$460 ﹤0.01%
50
922
$447 ﹤0.01%
79
923
$391 ﹤0.01%
33
924
$174 ﹤0.01%
13
925
$11 ﹤0.01%
1
35 36
37
38 39