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
376
$176K 0.02%
7,812
+948
377
$175K 0.02%
3,019
378
$174K 0.02%
6,760
-670
379
$172K 0.02%
2,495
-100
380
$170K 0.02%
1,924
381
$168K 0.02%
700
+200
382
$165K 0.02%
985
+35
383
$164K 0.02%
1,794
384
$163K 0.02%
2,328
-19
385
$162K 0.02%
6,330
-250
386
$161K 0.02%
2,373
-5
387
$161K 0.02%
2,639
388
$160K 0.02%
2,200
389
$158K 0.02%
1,191
390
$157K 0.02%
803
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391
$156K 0.02%
1,233
-7
392
$155K 0.02%
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-552
393
$155K 0.02%
1,040
394
$154K 0.02%
10,780
395
$152K 0.02%
477
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396
$152K 0.02%
543
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397
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440
-200
398
$150K 0.02%
785
+100
399
$149K 0.02%
3,982
+1
400
$149K 0.02%
2,860
-1,100
14 15
16
17 18