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
176
$864K 0.12%
19,353
+4,042
177
$857K 0.12%
44,288
+2,550
178
$845K 0.12%
10,700
+950
179
$831K 0.12%
12,947
-891
180
$826K 0.11%
6,560
-630
181
$822K 0.11%
3,208
-585
182
$809K 0.11%
32,889
-1,138
183
$794K 0.11%
7,785
184
$777K 0.11%
2,158
-575
185
$762K 0.11%
70,186
-556
186
$760K 0.11%
10,240
-159
187
$749K 0.1%
14,235
188
$748K 0.1%
15,574
189
$745K 0.1%
13,741
+1
190
$726K 0.1%
6,095
-605
191
$720K 0.1%
9,649
+12
192
$718K 0.1%
4,559
+672
193
$715K 0.1%
8,514
-400
194
$714K 0.1%
8,091
195
$713K 0.1%
19,208
+5,114
196
$703K 0.1%
32,480
197
$699K 0.1%
8,350
+175
198
$680K 0.09%
5,344
-50
199
$675K 0.09%
8,250
-565
200
$673K 0.09%
11,048
+253
6 7
8
9 10