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
751
$6.88K ﹤0.01%
422
752
$6.75K ﹤0.01%
50
753
$6.72K ﹤0.01%
4
754
$6.66K ﹤0.01%
350
755
$6.66K ﹤0.01%
+81
756
$6.64K ﹤0.01%
45
757
$6.55K ﹤0.01%
375
758
$6.54K ﹤0.01%
172
+30
759
$6.47K ﹤0.01%
+54
760
$6.44K ﹤0.01%
1,026
+9
761
$6.4K ﹤0.01%
97
762
$6.39K ﹤0.01%
46
763
$6.39K ﹤0.01%
400
764
$6.36K ﹤0.01%
44
765
$6.16K ﹤0.01%
50
-50
766
$6.08K ﹤0.01%
106
767
$5.88K ﹤0.01%
220
768
$5.87K ﹤0.01%
+182
769
$5.86K ﹤0.01%
68
-15
770
$5.81K ﹤0.01%
280
771
$5.76K ﹤0.01%
300
772
$5.76K ﹤0.01%
47
+6
773
$5.74K ﹤0.01%
50
774
$5.74K ﹤0.01%
200
775
$5.72K ﹤0.01%
126
29 30
31
32 33