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
526
$50K 0.01%
170
527
$49.2K 0.01%
1,200
-170
528
$49.2K 0.01%
1,111
+661
529
$48.6K 0.01%
918
+106
530
$48.2K 0.01%
61
+10
531
$48.2K 0.01%
1,541
+104
532
$48.1K 0.01%
100
533
$48K 0.01%
1,850
534
$48K 0.01%
248
535
$47.2K 0.01%
722
536
$47.1K 0.01%
800
537
$46.2K 0.01%
462
538
$46.1K 0.01%
+640
539
$45.6K 0.01%
583
-46
540
$44.7K 0.01%
+500
541
$43.7K 0.01%
485
-865
542
$43.5K 0.01%
1,300
543
$42.9K 0.01%
2,570
544
$42.7K 0.01%
2,700
+1,200
545
$42.2K 0.01%
325
546
$41.3K 0.01%
189
547
$41.3K 0.01%
155
+50
548
$41.2K 0.01%
312
549
$40.9K 0.01%
1,121
550
$40.1K 0.01%
367
20 21
22
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