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
26
$6.31M 0.88%
16,154
+131
27
$6.14M 0.86%
18,717
+60
28
$5.72M 0.8%
97,318
-956
29
$5.63M 0.78%
31,426
+2,175
30
$5.52M 0.77%
39,648
+1,394
31
$5.47M 0.76%
24,945
+1,108
32
$5.44M 0.76%
13,796
+929
33
$5.36M 0.75%
134,648
-15,418
34
$5.3M 0.74%
244,605
+9,409
35
$5.2M 0.72%
235,052
+11,921
36
$5.11M 0.71%
40,755
+402
37
$5.08M 0.71%
34,025
-100
38
$4.89M 0.68%
93,189
+2,879
39
$4.89M 0.68%
87,345
+334
40
$4.82M 0.67%
8,429
-14
41
$4.72M 0.66%
62,818
+2,978
42
$4.65M 0.65%
33,229
+669
43
$4.61M 0.64%
34,500
+840
44
$4.52M 0.63%
71,941
+6,007
45
$4.47M 0.62%
13,178
+2,066
46
$4.44M 0.62%
200,107
+2,694
47
$4.43M 0.62%
50,883
-5,839
48
$4.29M 0.6%
140,688
-9,354
49
$4.26M 0.59%
17,234
+610
50
$4.04M 0.56%
31,326
+1,798
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