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
326
$243K 0.03%
3,286
-902
327
$241K 0.03%
2,393
+105
328
$241K 0.03%
2,665
+935
329
$238K 0.03%
12,000
330
$237K 0.03%
1,795
+85
331
$237K 0.03%
675
+65
332
$236K 0.03%
4,761
+11
333
$236K 0.03%
1,656
-1,774
334
$231K 0.03%
3,656
335
$230K 0.03%
1,510
336
$229K 0.03%
4,072
+7
337
$227K 0.03%
2,160
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338
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3,175
339
$224K 0.03%
2,717
-17
340
$223K 0.03%
2,700
341
$221K 0.03%
1,513
342
$221K 0.03%
6,119
+6,050
343
$220K 0.03%
6,983
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344
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3,070
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345
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346
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6,380
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347
$213K 0.03%
6,113
+152
348
$213K 0.03%
5,000
349
$210K 0.03%
5,175
+3,475
350
$209K 0.03%
1,264
-172
12 13
14
15 16