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
451
$96.9K 0.01%
5,981
452
$96.9K 0.01%
1,735
453
$96.9K 0.01%
761
454
$96.5K 0.01%
1,500
455
$94.7K 0.01%
644
+572
456
$94.7K 0.01%
546
+175
457
$94.6K 0.01%
2,000
458
$93.2K 0.01%
1,936
459
$90.2K 0.01%
145
+60
460
$89.7K 0.01%
2,470
461
$89.4K 0.01%
3,003
+1
462
$88.9K 0.01%
+965
463
$88.5K 0.01%
493
464
$88.1K 0.01%
425
465
$87.8K 0.01%
5,120
466
$87.7K 0.01%
518
467
$84.9K 0.01%
1,689
468
$83.3K 0.01%
1,957
469
$82.4K 0.01%
1,378
-100
470
$82.1K 0.01%
2,085
-415
471
$81.8K 0.01%
1,624
-375
472
$78K 0.01%
1,534
-35
473
$75.5K 0.01%
573
474
$75.3K 0.01%
2,500
475
$74.5K 0.01%
2,450
-1,071
17 18
19
20 21