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
201
$664K 0.09%
5,199
202
$655K 0.09%
31,620
-2,020
203
$653K 0.09%
2,382
204
$648K 0.09%
3,945
-30
205
$638K 0.09%
2,441
-237
206
$629K 0.09%
2,318
+173
207
$620K 0.09%
3,985
+45
208
$618K 0.09%
4,918
+4,553
209
$614K 0.09%
5,939
-39
210
$611K 0.09%
9,018
+1,467
211
$609K 0.08%
1,490
-150
212
$609K 0.08%
10,800
213
$597K 0.08%
3,694
+770
214
$594K 0.08%
3,430
-135
215
$591K 0.08%
21,625
216
$586K 0.08%
3,914
+277
217
$578K 0.08%
2,978
-205
218
$565K 0.08%
3,335
+447
219
$560K 0.08%
1,689
-18
220
$558K 0.08%
12,257
-1,585
221
$555K 0.08%
2,615
-80
222
$555K 0.08%
4,771
+36
223
$549K 0.08%
7,034
-100
224
$547K 0.08%
27,395
225
$542K 0.08%
9,530
+750
7 8
9
10 11