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
776
$5.71K ﹤0.01%
400
-1,000
777
$5.67K ﹤0.01%
+20
778
$5.64K ﹤0.01%
348
-70
779
$5.38K ﹤0.01%
215
780
$5.29K ﹤0.01%
204
781
$5.18K ﹤0.01%
45
782
$5.18K ﹤0.01%
443
+38
783
$5.17K ﹤0.01%
118
784
$5.16K ﹤0.01%
41
785
$5.15K ﹤0.01%
57
786
$5.05K ﹤0.01%
260
-1,447
787
$5K ﹤0.01%
104
788
$4.98K ﹤0.01%
276
-96
789
$4.95K ﹤0.01%
200
790
$4.84K ﹤0.01%
100
791
$4.83K ﹤0.01%
53
792
$4.82K ﹤0.01%
150
793
$4.79K ﹤0.01%
86
794
$4.54K ﹤0.01%
24
795
$4.48K ﹤0.01%
40
796
$4.43K ﹤0.01%
50
797
$4.41K ﹤0.01%
200
798
$4.34K ﹤0.01%
100
799
$4.28K ﹤0.01%
80
800
$4.22K ﹤0.01%
58
30 31
32
33 34