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
426
$120K 0.02%
900
+25
427
$117K 0.02%
1,901
428
$117K 0.02%
947
429
$117K 0.02%
2,867
-300
430
$116K 0.02%
270
431
$115K 0.02%
2,309
+1
432
$115K 0.02%
1,219
433
$114K 0.02%
+896
434
$114K 0.02%
4,234
-100
435
$114K 0.02%
2,300
-174
436
$113K 0.02%
2,485
437
$112K 0.02%
5,050
438
$112K 0.02%
2,290
+2,165
439
$110K 0.02%
375
440
$109K 0.02%
3,077
-305
441
$109K 0.02%
8,021
-1,075
442
$106K 0.01%
700
443
$102K 0.01%
725
444
$102K 0.01%
5,000
445
$102K 0.01%
1,500
-300
446
$102K 0.01%
85
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447
$101K 0.01%
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-80
448
$101K 0.01%
3,732
+1
449
$99.8K 0.01%
3,717
-35
450
$97.7K 0.01%
2,473
16 17
18
19 20