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
701
$11.6K ﹤0.01%
714
702
$11.6K ﹤0.01%
300
703
$11.5K ﹤0.01%
+185
704
$11.3K ﹤0.01%
140
-100
705
$11.3K ﹤0.01%
55
706
$11.3K ﹤0.01%
740
707
$11.2K ﹤0.01%
146
708
$11K ﹤0.01%
138
709
$10.8K ﹤0.01%
250
710
$10.8K ﹤0.01%
233
711
$10.8K ﹤0.01%
146
712
$10.7K ﹤0.01%
120
713
$10.6K ﹤0.01%
300
714
$10.5K ﹤0.01%
393
715
$10.4K ﹤0.01%
333
716
$10.3K ﹤0.01%
100
717
$10.3K ﹤0.01%
200
718
$10.2K ﹤0.01%
100
719
$10K ﹤0.01%
400
-8,627
720
$10K ﹤0.01%
226
721
$9.94K ﹤0.01%
249
722
$9.91K ﹤0.01%
20
723
$9.85K ﹤0.01%
574
+374
724
$9.83K ﹤0.01%
400
-8,783
725
$9.82K ﹤0.01%
130
27 28
29
30 31