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
576
$31.2K ﹤0.01%
360
+125
577
$31.1K ﹤0.01%
110
578
$30.9K ﹤0.01%
+60
579
$30.9K ﹤0.01%
400
580
$30.8K ﹤0.01%
707
+9
581
$30.7K ﹤0.01%
1,000
582
$30.6K ﹤0.01%
120
583
$30.5K ﹤0.01%
195
-55
584
$30.4K ﹤0.01%
500
585
$30.4K ﹤0.01%
2,000
586
$30.3K ﹤0.01%
777
587
$29.5K ﹤0.01%
345
-2,206
588
$29.4K ﹤0.01%
650
589
$28.6K ﹤0.01%
254
590
$28.6K ﹤0.01%
155
-25
591
$28.2K ﹤0.01%
650
+50
592
$28.2K ﹤0.01%
766
+2
593
$27.9K ﹤0.01%
649
594
$27.7K ﹤0.01%
500
595
$27.6K ﹤0.01%
1,437
596
$27.1K ﹤0.01%
400
597
$27K ﹤0.01%
450
598
$26.9K ﹤0.01%
448
599
$26.9K ﹤0.01%
1,000
600
$26.7K ﹤0.01%
500