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
551
$39.6K 0.01%
600
552
$39.4K 0.01%
750
553
$39.2K 0.01%
1,104
-57
554
$38.9K 0.01%
333
555
$38.6K 0.01%
363
-85
556
$38.2K 0.01%
908
557
$38.1K 0.01%
1,000
558
$37.8K 0.01%
200
559
$37.4K 0.01%
536
560
$37.1K 0.01%
610
+210
561
$36.5K 0.01%
615
-1,235
562
$36.3K 0.01%
517
-73
563
$36.2K 0.01%
10,000
564
$36.1K 0.01%
100
565
$35.9K 0.01%
400
566
$35.8K 0.01%
679
567
$35.7K 0.01%
600
568
$35.3K ﹤0.01%
215
+60
569
$34K ﹤0.01%
800
570
$33.4K ﹤0.01%
165
+10
571
$33.1K ﹤0.01%
514
+150
572
$32.5K ﹤0.01%
500
573
$32.2K ﹤0.01%
426
574
$32K ﹤0.01%
1,101
+550
575
$31.9K ﹤0.01%
270
21 22
23
24 25