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
626
$23K ﹤0.01%
1,000
627
$22.8K ﹤0.01%
292
628
$22.8K ﹤0.01%
255
629
$22.6K ﹤0.01%
300
630
$22.4K ﹤0.01%
184
631
$22.2K ﹤0.01%
570
-1,104
632
$22.1K ﹤0.01%
270
633
$22.1K ﹤0.01%
275
634
$22K ﹤0.01%
650
-300
635
$21.7K ﹤0.01%
50
-102
636
$21.6K ﹤0.01%
200
637
$21K ﹤0.01%
378
-565
638
$20.9K ﹤0.01%
150
639
$20.5K ﹤0.01%
+100
640
$20.5K ﹤0.01%
398
641
$20.4K ﹤0.01%
2,000
642
$20.3K ﹤0.01%
137
643
$20.2K ﹤0.01%
2,000
644
$20.1K ﹤0.01%
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645
$20.1K ﹤0.01%
100
646
$19.9K ﹤0.01%
400
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647
$19.8K ﹤0.01%
2,000
648
$19.6K ﹤0.01%
2,000
649
$19.6K ﹤0.01%
2,000
650
$18.5K ﹤0.01%
405
24 25
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