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
726
$9.73K ﹤0.01%
58
727
$9.7K ﹤0.01%
775
728
$9.69K ﹤0.01%
408
729
$9.38K ﹤0.01%
375
730
$9.04K ﹤0.01%
174
731
$9.02K ﹤0.01%
1,110
+890
732
$8.54K ﹤0.01%
500
733
$8.48K ﹤0.01%
350
734
$8.27K ﹤0.01%
350
735
$8.09K ﹤0.01%
100
736
$8K ﹤0.01%
145
737
$7.92K ﹤0.01%
41
738
$7.8K ﹤0.01%
380
+200
739
$7.49K ﹤0.01%
45
+5
740
$7.47K ﹤0.01%
50
741
$7.4K ﹤0.01%
300
+200
742
$7.37K ﹤0.01%
175
743
$7.2K ﹤0.01%
900
744
$7.19K ﹤0.01%
150
745
$7.19K ﹤0.01%
40
746
$7.12K ﹤0.01%
100
747
$6.97K ﹤0.01%
100
748
$6.96K ﹤0.01%
200
749
$6.91K ﹤0.01%
610
+3
750
$6.9K ﹤0.01%
+314
28 29
30
31 32