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
826
$2.96K ﹤0.01%
35
827
$2.95K ﹤0.01%
100
828
$2.94K ﹤0.01%
52
829
$2.93K ﹤0.01%
382
+323
830
$2.89K ﹤0.01%
40
831
$2.65K ﹤0.01%
50
832
$2.64K ﹤0.01%
100
833
$2.63K ﹤0.01%
81
834
$2.55K ﹤0.01%
105
835
$2.53K ﹤0.01%
100
836
$2.47K ﹤0.01%
152
+1
837
$2.46K ﹤0.01%
+60
838
$2.42K ﹤0.01%
16
839
$2.4K ﹤0.01%
50
840
$2.37K ﹤0.01%
45
-1,387
841
$2.33K ﹤0.01%
42
-80
842
$2.3K ﹤0.01%
13
843
$2.29K ﹤0.01%
+212
844
$2.26K ﹤0.01%
36
845
$2.25K ﹤0.01%
+31
846
$2.24K ﹤0.01%
87
+43
847
$2.22K ﹤0.01%
94
-338
848
$2.15K ﹤0.01%
80
849
$2.13K ﹤0.01%
+39
850
$2.13K ﹤0.01%
100
32 33
34
35 36