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
476
$74.3K 0.01%
785
-215
477
$74.1K 0.01%
3,190
-10,369
478
$72.9K 0.01%
314
479
$72.8K 0.01%
2,000
480
$70.2K 0.01%
2,025
-50
481
$69.3K 0.01%
3,191
+5
482
$68.9K 0.01%
1,106
483
$68.2K 0.01%
2,447
484
$67.5K 0.01%
833
-166
485
$67.4K 0.01%
992
486
$67.2K 0.01%
1,512
-234
487
$66.7K 0.01%
550
488
$66.6K 0.01%
681
489
$66.3K 0.01%
1,200
490
$65.7K 0.01%
415
-335
491
$65.4K 0.01%
438
492
$63.8K 0.01%
1,000
493
$63.8K 0.01%
2,994
494
$63.6K 0.01%
1,602
-869
495
$62.8K 0.01%
3,660
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496
$61.4K 0.01%
2,065
497
$60.5K 0.01%
2,040
-100
498
$59.7K 0.01%
247
499
$59.6K 0.01%
10,762
+3,000
500
$58.6K 0.01%
917
18 19
20
21 22