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
276
$220K 0.05%
23,142
-1,938
277
$219K 0.05%
1,904
-18
278
$219K 0.05%
5,550
279
$217K 0.05%
3,940
-930
280
$214K 0.05%
900
281
$214K 0.05%
1,337
282
$213K 0.05%
8,427
+3
283
$212K 0.05%
2,000
284
$211K 0.05%
8,346
+400
285
$210K 0.05%
8,071
286
$210K 0.05%
4,244
+548
287
$209K 0.05%
4,163
+50
288
$208K 0.05%
5,716
+589
289
$208K 0.05%
6,663
290
$208K 0.05%
7,000
-300
291
$207K 0.05%
6,554
-125
292
$204K 0.05%
3,209
+100
293
$203K 0.05%
7,927
294
$201K 0.05%
2,395
295
$198K 0.05%
8,085
296
$195K 0.05%
4,306
+91
297
$195K 0.05%
1,115
298
$191K 0.05%
2,866
299
$190K 0.05%
3,210
+250
300
$186K 0.04%
4,536
+27
10 11
12
13 14