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
301
$185K 0.04%
2,702
-50
302
$183K 0.04%
6,642
-199
303
$182K 0.04%
8,426
+206
304
$180K 0.04%
1,572
305
$178K 0.04%
1,280
-50
306
$170K 0.04%
2,475
307
$169K 0.04%
1,160
-40
308
$167K 0.04%
5,700
309
$164K 0.04%
2,570
310
$164K 0.04%
5,810
+100
311
$164K 0.04%
7,550
-1,270
312
$161K 0.04%
10,780
313
$161K 0.04%
8,833
-403
314
$161K 0.04%
6,360
315
$160K 0.04%
3,600
316
$159K 0.04%
3,376
-324
317
$159K 0.04%
3,769
+1,500
318
$157K 0.04%
1,930
319
$157K 0.04%
4,823
+1,186
320
$155K 0.04%
1,437
+600
321
$155K 0.04%
1,405
322
$154K 0.04%
3,995
+75
323
$154K 0.04%
1,813
324
$153K 0.04%
10,000
325
$152K 0.04%
7,302
11 12
13
14 15