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
$420M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$913K
3
+$524K
4
INTC icon
Intel
INTC
+$489K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$475K

Top Sells

1
+$3.03M
2
+$592K
3
+$520K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$436K
5
T icon
AT&T
T
+$358K

Sector Composition

1 Financials 14.11%
2 Healthcare 11.59%
3 Technology 11.2%
4 Industrials 9.38%
5 Communication Services 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$307K 0.07%
12,743
227
$303K 0.07%
1,458
+200
228
$298K 0.07%
11,676
229
$298K 0.07%
12,134
230
$288K 0.07%
2,600
+40
231
$283K 0.07%
27,625
232
$282K 0.07%
1,001
+176
233
$282K 0.07%
17,292
-3,310
234
$281K 0.07%
2,256
235
$279K 0.07%
9,079
-114
236
$277K 0.07%
2,745
237
$277K 0.07%
2,782
+66
238
$275K 0.07%
3,130
239
$275K 0.07%
8,800
-100
240
$274K 0.07%
4,715
-715
241
$273K 0.07%
2,054
+96
242
$272K 0.06%
1,380
-100
243
$269K 0.06%
2,850
-389
244
$269K 0.06%
1,992
+258
245
$267K 0.06%
1,637
246
$267K 0.06%
3,198
247
$263K 0.06%
7,800
248
$263K 0.06%
15,545
+3,942
249
$262K 0.06%
1,968
250
$262K 0.06%
4,445
+100
8 9
10
11 12