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
801
$4.14K ﹤0.01%
+24
802
$4.13K ﹤0.01%
50
-140
803
$4.08K ﹤0.01%
320
804
$4.02K ﹤0.01%
1,000
805
$3.87K ﹤0.01%
52
806
$3.8K ﹤0.01%
34
-6
807
$3.8K ﹤0.01%
103
808
$3.78K ﹤0.01%
50
809
$3.76K ﹤0.01%
250
810
$3.76K ﹤0.01%
85
811
$3.75K ﹤0.01%
15
812
$3.68K ﹤0.01%
210
813
$3.63K ﹤0.01%
509
+4
814
$3.58K ﹤0.01%
66
815
$3.48K ﹤0.01%
102
816
$3.45K ﹤0.01%
20
817
$3.41K ﹤0.01%
67
818
$3.4K ﹤0.01%
50
819
$3.39K ﹤0.01%
116
820
$3.37K ﹤0.01%
30
821
$3.27K ﹤0.01%
186
822
$3.16K ﹤0.01%
25
823
$3.13K ﹤0.01%
+15
824
$3.08K ﹤0.01%
50
825
$3.04K ﹤0.01%
14
31 32
33
34 35