AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$1.56M
2
+$901K
3
+$561K
4
INTC icon
Intel
INTC
+$506K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$465K

Top Sells

1
+$3.04M
2
+$659K
3
+$565K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$421K
5
T icon
AT&T
T
+$339K

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
$74.8K 0.02%
1,410
+450
402
$74.6K 0.02%
5,532
403
$74.6K 0.02%
785
+197
404
$74.2K 0.02%
4,194
+300
405
$72.8K 0.02%
2,991
406
$72.1K 0.02%
1,650
+500
407
$71.9K 0.02%
776
+547
408
$71.6K 0.02%
3,937
409
$70.8K 0.02%
528
+300
410
$70.1K 0.02%
1,219
411
$69.8K 0.02%
1,100
412
$68.7K 0.02%
925
+475
413
$67.5K 0.02%
3,100
414
$67.4K 0.02%
1,000
415
$67.3K 0.02%
650
416
$66.8K 0.02%
1,785
+100
417
$66.6K 0.02%
3,561
+2,475
418
$66.4K 0.02%
874
419
$66.3K 0.02%
2,040
-60
420
$66.2K 0.02%
1,238
421
$65.2K 0.02%
1,057
422
$64.7K 0.02%
6,050
423
$64K 0.02%
1,800
424
$63.6K 0.02%
4,008
425
$62.9K 0.02%
1,200
15 16
17
18 19