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
151
$1.08M 0.15%
21,371
-559
152
$1.06M 0.15%
6,287
+44
153
$1.06M 0.15%
5,129
-93
154
$1.06M 0.15%
17,883
+1,251
155
$1.05M 0.15%
2,822
+51
156
$1.05M 0.15%
1,252
-40
157
$1.04M 0.15%
13,477
+50
158
$1.03M 0.14%
12,612
-399
159
$1.03M 0.14%
1,901
-32
160
$1.02M 0.14%
23,489
-1,611
161
$1M 0.14%
5,105
+1
162
$991K 0.14%
7,459
+1
163
$989K 0.14%
7,206
-20
164
$984K 0.14%
2,604
+64
165
$976K 0.14%
2,320
+974
166
$976K 0.14%
4,431
-183
167
$955K 0.13%
17,700
-300
168
$954K 0.13%
9,377
+426
169
$940K 0.13%
9,952
-79
170
$937K 0.13%
4,490
171
$919K 0.13%
6,206
-4,077
172
$904K 0.13%
6,679
-2,890
173
$893K 0.12%
4,463
-27
174
$870K 0.12%
3,366
+204
175
$865K 0.12%
12,332
+536
5 6
7
8 9