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
376
$91.9K 0.02%
1,816
377
$91.7K 0.02%
3,983
-1,495
378
$90.9K 0.02%
3,996
-100
379
$89.2K 0.02%
740
380
$86.2K 0.02%
753
+416
381
$84.7K 0.02%
5,200
382
$84.6K 0.02%
1,550
-200
383
$84.5K 0.02%
965
+75
384
$84.1K 0.02%
950
-120
385
$83.8K 0.02%
1,365
+124
386
$83.6K 0.02%
1,000
387
$83.4K 0.02%
919
388
$82.7K 0.02%
966
+166
389
$82.2K 0.02%
279
+147
390
$80.6K 0.02%
1,513
-61
391
$80.2K 0.02%
2,460
-600
392
$79.5K 0.02%
1,412
393
$79K 0.02%
911
+304
394
$78.4K 0.02%
300
+275
395
$77.8K 0.02%
1,920
-3,702
396
$77.6K 0.02%
27,308
397
$76.7K 0.02%
547
+150
398
$76.7K 0.02%
2,140
-200
399
$76.2K 0.02%
1,963
400
$75.9K 0.02%
2,447
-300
14 15
16
17 18