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
601
$26.7K ﹤0.01%
273
602
$26.6K ﹤0.01%
550
603
$26.3K ﹤0.01%
356
604
$26.3K ﹤0.01%
400
605
$25.9K ﹤0.01%
+1,200
606
$25.8K ﹤0.01%
1,000
607
$25.7K ﹤0.01%
90
+40
608
$25.6K ﹤0.01%
235
609
$25.4K ﹤0.01%
450
610
$25.3K ﹤0.01%
+2,600
611
$25.2K ﹤0.01%
650
612
$25.1K ﹤0.01%
252
613
$25K ﹤0.01%
364
614
$24.9K ﹤0.01%
315
-20
615
$24.9K ﹤0.01%
740
616
$24.8K ﹤0.01%
1,500
617
$24.7K ﹤0.01%
300
618
$24.5K ﹤0.01%
300
619
$24.5K ﹤0.01%
213
-60
620
$24.3K ﹤0.01%
300
621
$24.2K ﹤0.01%
370
622
$24.2K ﹤0.01%
701
623
$24K ﹤0.01%
533
-6,037
624
$23.7K ﹤0.01%
2,226
625
$23.4K ﹤0.01%
389
23 24
25
26 27