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
76
$2.57M 0.36%
70,567
-2,749
77
$2.51M 0.35%
24,785
+1,409
78
$2.47M 0.34%
22,420
-754
79
$2.46M 0.34%
10,377
+52
80
$2.45M 0.34%
97,908
-368
81
$2.34M 0.33%
5,449
+129
82
$2.33M 0.32%
24,583
+1,480
83
$2.32M 0.32%
8,595
-436
84
$2.29M 0.32%
29,174
85
$2.26M 0.31%
37,631
+2,874
86
$2.26M 0.31%
26,589
-477
87
$2.23M 0.31%
17,347
-120
88
$2.21M 0.31%
38,025
-205
89
$2.18M 0.3%
9,002
+266
90
$2.15M 0.3%
52,680
-2,205
91
$2.14M 0.3%
18,057
+3,036
92
$2.05M 0.29%
50,620
-1,815
93
$2.05M 0.29%
10,666
+259
94
$2.01M 0.28%
9,178
-646
95
$1.97M 0.27%
4,640
-293
96
$1.9M 0.26%
4,219
+49
97
$1.83M 0.25%
770
-26
98
$1.81M 0.25%
10,784
+605
99
$1.79M 0.25%
38,574
+4,416
100
$1.79M 0.25%
30,650
-2,825
2 3
4
5 6