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
276
$355K 0.05%
2,309
277
$354K 0.05%
1,498
278
$353K 0.05%
7,687
-620
279
$353K 0.05%
1,471
-33
280
$350K 0.05%
1,168
+207
281
$343K 0.05%
6,195
-181
282
$342K 0.05%
6,610
-35
283
$342K 0.05%
4,904
-135
284
$341K 0.05%
5,100
+650
285
$333K 0.05%
2,490
+283
286
$332K 0.05%
135,500
+33,000
287
$331K 0.05%
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288
$329K 0.05%
5,280
-5,150
289
$323K 0.04%
3,315
290
$321K 0.04%
1,522
-40
291
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1,336
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292
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3,397
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293
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14,375
294
$315K 0.04%
3,124
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295
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-50
296
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-305
297
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298
$307K 0.04%
2,570
-100
299
$303K 0.04%
4,154
+1,864
300
$301K 0.04%
1,133
+135
10 11
12
13 14