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
651
$18.1K ﹤0.01%
5,000
652
$18.1K ﹤0.01%
300
653
$17.8K ﹤0.01%
+500
654
$17.8K ﹤0.01%
467
-369
655
$17.5K ﹤0.01%
515
656
$17.4K ﹤0.01%
214
657
$17K ﹤0.01%
800
-1,400
658
$16.6K ﹤0.01%
+115
659
$16.6K ﹤0.01%
150
660
$16.4K ﹤0.01%
+1,000
661
$16.3K ﹤0.01%
1,000
662
$16K ﹤0.01%
122
663
$15.8K ﹤0.01%
50
+9
664
$15.8K ﹤0.01%
200
665
$15.2K ﹤0.01%
1,400
666
$14.8K ﹤0.01%
1,000
667
$14.8K ﹤0.01%
330
668
$14.5K ﹤0.01%
200
669
$14.5K ﹤0.01%
400
+150
670
$14.4K ﹤0.01%
1,000
671
$14.3K ﹤0.01%
100
672
$14.2K ﹤0.01%
268
673
$14.2K ﹤0.01%
216
674
$14K ﹤0.01%
255
675
$13.7K ﹤0.01%
1,000