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
351
$109K 0.03%
2,355
352
$108K 0.03%
4,050
353
$107K 0.03%
2,614
-1,119
354
$107K 0.03%
780
355
$107K 0.03%
678
+200
356
$106K 0.03%
9,455
357
$106K 0.03%
2,060
+200
358
$105K 0.03%
2,815
-100
359
$105K 0.02%
6,000
360
$103K 0.02%
1,544
-100
361
$102K 0.02%
840
+75
362
$102K 0.02%
600
-19
363
$101K 0.02%
2,300
364
$100K 0.02%
1,150
365
$99.9K 0.02%
5,500
366
$99.8K 0.02%
198
+25
367
$99.2K 0.02%
1,280
-978
368
$99K 0.02%
2,308
369
$97.9K 0.02%
1,025
+25
370
$97.6K 0.02%
1,345
371
$97K 0.02%
3,367
372
$96.7K 0.02%
4,700
373
$93.7K 0.02%
1,440
374
$93.3K 0.02%
1,813
+60
375
$92.4K 0.02%
1,979
13 14
15
16 17