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
501
$58K 0.01%
935
502
$57.9K 0.01%
1,200
503
$57.3K 0.01%
3,900
504
$57.1K 0.01%
4,500
+1,500
505
$57K 0.01%
518
+250
506
$56.6K 0.01%
1,184
+161
507
$56.5K 0.01%
875
-50
508
$56.5K 0.01%
1,360
509
$56.5K 0.01%
800
510
$55.3K 0.01%
1,240
511
$55.3K 0.01%
267
512
$54.5K 0.01%
290
513
$54.2K 0.01%
314
514
$54K 0.01%
775
-1,300
515
$53.7K 0.01%
3,927
+1
516
$53.5K 0.01%
1,000
517
$53.5K 0.01%
50
518
$52.8K 0.01%
800
+400
519
$52.3K 0.01%
1,765
+2
520
$51.3K 0.01%
668
521
$50.8K 0.01%
1,750
+87
522
$50.3K 0.01%
1,521
+1
523
$50.2K 0.01%
1,836
524
$50.2K 0.01%
500
525
$50.1K 0.01%
586
19 20
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