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
251
$258K 0.06%
6,986
-1,170
252
$258K 0.06%
4,200
253
$256K 0.06%
4,555
+155
254
$256K 0.06%
1,407
-25
255
$253K 0.06%
2,946
256
$251K 0.06%
1,682
+84
257
$250K 0.06%
4,090
-100
258
$250K 0.06%
4,150
259
$247K 0.06%
4,712
+100
260
$242K 0.06%
1,415
+25
261
$242K 0.06%
9,785
+800
262
$241K 0.06%
1,400
263
$240K 0.06%
2,751
+802
264
$240K 0.06%
3,275
-100
265
$239K 0.06%
1,550
+100
266
$238K 0.06%
+8,045
267
$235K 0.06%
4,698
+102
268
$231K 0.06%
3,285
+375
269
$228K 0.05%
3,225
270
$226K 0.05%
2,575
+501
271
$224K 0.05%
5,198
-215
272
$223K 0.05%
5,924
273
$223K 0.05%
5,202
+3
274
$222K 0.05%
1,528
+119
275
$220K 0.05%
6,413
9 10
11
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