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
51
$4M 0.56%
64,515
+1,694
52
$3.84M 0.53%
23,469
+917
53
$3.82M 0.53%
52,333
-2,920
54
$3.81M 0.53%
64,887
+1,033
55
$3.74M 0.52%
15,619
-344
56
$3.7M 0.52%
172,863
+4,493
57
$3.7M 0.52%
13,231
-44
58
$3.54M 0.49%
32,642
-1,823
59
$3.51M 0.49%
160,901
+308
60
$3.51M 0.49%
30,969
-752
61
$3.5M 0.49%
23,252
-234
62
$3.43M 0.48%
14,848
+79
63
$3.38M 0.47%
54,998
-82
64
$3.37M 0.47%
113,457
-600
65
$3.33M 0.46%
27,717
-5,813
66
$3.33M 0.46%
163,018
-20,078
67
$3.27M 0.46%
12,411
-194
68
$3.17M 0.44%
9,106
-134
69
$3.03M 0.42%
9,765
+156
70
$2.95M 0.41%
69,509
+707
71
$2.82M 0.39%
14,084
-120
72
$2.77M 0.39%
50,939
+752
73
$2.66M 0.37%
44,707
+1,100
74
$2.64M 0.37%
11,888
+467
75
$2.64M 0.37%
35,029
+672
1 2
3
4 5