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
351
$206K 0.03%
331
+37
352
$205K 0.03%
2,460
-2,500
353
$204K 0.03%
2,600
354
$201K 0.03%
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355
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494
+327
356
$198K 0.03%
3,476
+260
357
$197K 0.03%
10,664
-8
358
$197K 0.03%
63,000
-17,000
359
$193K 0.03%
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360
$191K 0.03%
4,274
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361
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500
362
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1,337
363
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840
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364
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5,025
366
$186K 0.03%
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368
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369
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370
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371
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4,714
372
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2,955
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373
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1,104
374
$177K 0.02%
845
375
$177K 0.02%
2,126
-174
13 14
15
16 17