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
851
$2.11K ﹤0.01%
7
-407
852
$2.11K ﹤0.01%
80
853
$2.07K ﹤0.01%
55
854
$2.07K ﹤0.01%
47
-15
855
$2.06K ﹤0.01%
142
856
$2.05K ﹤0.01%
50
857
$2.02K ﹤0.01%
50
858
$2.02K ﹤0.01%
50
859
$1.99K ﹤0.01%
86
-81
860
$1.98K ﹤0.01%
406
+210
861
$1.96K ﹤0.01%
10
862
$1.94K ﹤0.01%
191
-2,000
863
$1.89K ﹤0.01%
54
864
$1.81K ﹤0.01%
10
865
$1.8K ﹤0.01%
+19
866
$1.8K ﹤0.01%
30
867
$1.79K ﹤0.01%
25
-8
868
$1.79K ﹤0.01%
166
869
$1.78K ﹤0.01%
+418
870
$1.75K ﹤0.01%
17
871
$1.74K ﹤0.01%
30
872
$1.7K ﹤0.01%
20
873
$1.69K ﹤0.01%
50
874
$1.68K ﹤0.01%
10
875
$1.65K ﹤0.01%
45
33 34
35
36 37