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
401
$75.3K 0.02%
2,356
+77
402
$74.8K 0.02%
1,410
+450
403
$74.6K 0.02%
5,532
404
$74.6K 0.02%
785
+197
405
$74.2K 0.02%
4,194
+300
406
$72.8K 0.02%
2,991
407
$72.1K 0.02%
1,650
+500
408
$71.9K 0.02%
776
+547
409
$71.6K 0.02%
3,937
410
$70.8K 0.02%
528
+300
411
$70.1K 0.02%
1,219
412
$69.8K 0.02%
1,100
413
$68.7K 0.02%
925
+475
414
$67.5K 0.02%
3,100
415
$67.4K 0.02%
1,000
416
$67.3K 0.02%
650
417
$66.8K 0.02%
1,785
+100
418
$66.6K 0.02%
3,561
+2,475
419
$66.4K 0.02%
874
420
$66.3K 0.02%
2,040
-60
421
$66.2K 0.02%
1,238
422
$65.2K 0.02%
1,057
423
$64.7K 0.02%
6,050
424
$64K 0.02%
1,800
425
$63.6K 0.02%
4,008