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
126
$1.27M 0.18%
8,657
+920
127
$1.27M 0.18%
50,573
-2,855
128
$1.26M 0.17%
7,629
-514
129
$1.25M 0.17%
10,504
+54
130
$1.24M 0.17%
5,657
+50
131
$1.22M 0.17%
1,995
+192
132
$1.21M 0.17%
47,590
+1
133
$1.21M 0.17%
48,780
+7,536
134
$1.2M 0.17%
34,600
-2,300
135
$1.2M 0.17%
23,141
+34
136
$1.2M 0.17%
22,972
137
$1.19M 0.17%
7,567
-257
138
$1.18M 0.16%
7,938
+390
139
$1.18M 0.16%
3,320
140
$1.17M 0.16%
3,385
+275
141
$1.16M 0.16%
12,929
-1,050
142
$1.13M 0.16%
31,907
-448
143
$1.13M 0.16%
18,768
+2,564
144
$1.11M 0.15%
652
+11
145
$1.1M 0.15%
9,755
-1,145
146
$1.1M 0.15%
27,476
-16
147
$1.09M 0.15%
14,923
+1,026
148
$1.08M 0.15%
31,704
+3,843
149
$1.08M 0.15%
14,290
-100
150
$1.08M 0.15%
8,998
+1,217
4 5
6
7 8