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
1
$24.4M 3.4%
86,567
-812
2
$21.1M 2.93%
94,643
+1,230
3
$15.2M 2.12%
107,729
-776
4
$15.1M 2.1%
42,146
-224
5
$14.4M 2%
174,490
-5,252
6
$13.6M 1.89%
782,868
+10,410
7
$12M 1.67%
382,396
+40,892
8
$11.9M 1.65%
89,180
-40
9
$10.7M 1.49%
63,383
+418
10
$10.5M 1.46%
26,102
+2,043
11
$10M 1.39%
62,029
+2,333
12
$9.37M 1.3%
51,482
-299
13
$8.37M 1.16%
77,558
+1,381
14
$7.94M 1.1%
13,791
+14
15
$7.92M 1.1%
48,220
+720
16
$7.75M 1.08%
145,453
+20,360
17
$7.6M 1.06%
37,458
-56
18
$7.42M 1.03%
37,877
-443
19
$6.95M 0.97%
25,449
+1,115
20
$6.74M 0.94%
263,613
+6,102
21
$6.66M 0.93%
7,898
22
$6.59M 0.92%
55,750
+459
23
$6.55M 0.91%
152,227
+3,791
24
$6.52M 0.91%
66,774
+2,221
25
$6.35M 0.88%
117,661
-90
1
2 3 4 5