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
101
$1.77M 0.25%
9,205
+457
102
$1.73M 0.24%
7,178
+382
103
$1.7M 0.24%
33,683
-717
104
$1.67M 0.23%
35,509
+3,034
105
$1.67M 0.23%
117,825
+8,000
106
$1.63M 0.23%
8,683
+101
107
$1.62M 0.23%
14,447
+161
108
$1.62M 0.23%
7,637
+353
109
$1.58M 0.22%
5,271
-235
110
$1.57M 0.22%
18,310
-1,636
111
$1.56M 0.22%
18,099
112
$1.55M 0.22%
13,918
-641
113
$1.51M 0.21%
7,099
-1,167
114
$1.51M 0.21%
6,579
-500
115
$1.49M 0.21%
11,277
+1,046
116
$1.49M 0.21%
5,709
+1,637
117
$1.44M 0.2%
17,963
-9,189
118
$1.44M 0.2%
3,712
-150
119
$1.43M 0.2%
7,154
+70
120
$1.42M 0.2%
4,426
-299
121
$1.39M 0.19%
82,855
+12,505
122
$1.38M 0.19%
12,061
-326
123
$1.36M 0.19%
14,440
+1,555
124
$1.36M 0.19%
21,972
+704
125
$1.31M 0.18%
8,390
-400
3 4
5
6 7