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
326
$150K 0.04%
2,698
-250
327
$144K 0.03%
5,675
-740
328
$144K 0.03%
3,012
-915
329
$144K 0.03%
900
330
$143K 0.03%
+1,595
331
$141K 0.03%
12,000
332
$141K 0.03%
3,775
333
$138K 0.03%
2,875
334
$136K 0.03%
2,246
335
$134K 0.03%
5,903
+3,000
336
$128K 0.03%
8,993
-200
337
$127K 0.03%
2,700
338
$125K 0.03%
10,632
+510
339
$125K 0.03%
1,555
340
$119K 0.03%
2,050
341
$119K 0.03%
1,048
342
$117K 0.03%
1,340
+150
343
$117K 0.03%
3,480
344
$116K 0.03%
315
345
$113K 0.03%
2,920
346
$113K 0.03%
2,448
+100
347
$111K 0.03%
2,215
+75
348
$111K 0.03%
2,750
349
$110K 0.03%
+1,780
350
$110K 0.03%
603
12 13
14
15 16