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
301
$296K 0.04%
215
-15
302
$295K 0.04%
5,128
+88
303
$295K 0.04%
6,658
-100
304
$292K 0.04%
3,415
-165
305
$291K 0.04%
25,773
306
$288K 0.04%
474
-115
307
$287K 0.04%
2,595
308
$283K 0.04%
2,090
-250
309
$282K 0.04%
3,039
-273
310
$281K 0.04%
6,096
-1,325
311
$278K 0.04%
2,822
+65
312
$275K 0.04%
1,650
313
$274K 0.04%
1,380
-115
314
$269K 0.04%
7,549
+4,603
315
$267K 0.04%
900
316
$267K 0.04%
2,330
317
$261K 0.04%
1,978
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318
$257K 0.04%
6,350
319
$256K 0.04%
6,074
-78
320
$251K 0.04%
2,056
-100
321
$251K 0.03%
1,020
322
$250K 0.03%
1,294
+75
323
$249K 0.03%
4,000
324
$246K 0.03%
1,495
325
$245K 0.03%
2,760
+1,470
11 12
13
14 15