AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
986
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.08M
3
+$820K
4
META icon
Meta Platforms (Facebook)
META
+$701K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$572K

Top Sells

1
+$739K
2
+$698K
3
+$614K
4
BABA icon
Alibaba
BABA
+$604K
5
ORCL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$425K 0.06%
4,444
+2,101
252
$425K 0.06%
3,543
+578
253
$421K 0.06%
14,300
+700
254
$416K 0.06%
11,786
+6,900
255
$415K 0.06%
13,940
256
$415K 0.06%
5,983
-535
257
$413K 0.06%
13,950
+13,650
258
$412K 0.06%
43,030
259
$410K 0.06%
3,310
-445
260
$400K 0.06%
2,690
+90
261
$393K 0.05%
4,043
+1,000
262
$391K 0.05%
24,718
-4,203
263
$387K 0.05%
39,200
264
$379K 0.05%
24,518
+700
265
$377K 0.05%
12,125
-400
266
$377K 0.05%
2,175
267
$374K 0.05%
3,716
+1,130
268
$371K 0.05%
3,635
-565
269
$366K 0.05%
3,145
-500
270
$363K 0.05%
3,519
271
$362K 0.05%
1,380
-150
272
$361K 0.05%
7,450
+1,140
273
$361K 0.05%
9,663
-500
274
$359K 0.05%
593
-87
275
$357K 0.05%
2,180
-1,525
9 10
11
12 13