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
901
$1.03K ﹤0.01%
+2
902
$1.03K ﹤0.01%
21
903
$1.02K ﹤0.01%
55
904
$1.02K ﹤0.01%
+14
905
$1K ﹤0.01%
+57
906
$1K ﹤0.01%
+21
907
$968 ﹤0.01%
+104
908
$961 ﹤0.01%
+13
909
$956 ﹤0.01%
+38
910
$927 ﹤0.01%
+29
911
$874 ﹤0.01%
+4
912
$864 ﹤0.01%
+82
913
$786 ﹤0.01%
+17
914
$649 ﹤0.01%
50
915
$647 ﹤0.01%
20
916
$641 ﹤0.01%
7
-3,530
917
$618 ﹤0.01%
20
918
$584 ﹤0.01%
+60
919
$568 ﹤0.01%
17
920
$553 ﹤0.01%
11
921
$498 ﹤0.01%
11
922
$460 ﹤0.01%
50
923
$447 ﹤0.01%
79
924
$391 ﹤0.01%
33
925
$174 ﹤0.01%
13
35 36
37
38 39