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
426
$62.9K 0.02%
1,200
427
$62.3K 0.01%
1,952
-2,650
428
$62.2K 0.01%
6,335
-392
429
$61.9K 0.01%
354
+333
430
$61.9K 0.01%
2,737
+3
431
$60.7K 0.01%
4,183
432
$59.9K 0.01%
538
433
$59.3K 0.01%
2,471
+82
434
$58.8K 0.01%
493
435
$57.4K 0.01%
1,407
+6
436
$55.9K 0.01%
300
437
$55.2K 0.01%
320
438
$54.7K 0.01%
849
439
$54.2K 0.01%
1,532
-500
440
$53.9K 0.01%
1,123
441
$53.6K 0.01%
810
442
$53.5K 0.01%
1,876
-82
443
$53K 0.01%
2,050
444
$52.9K 0.01%
928
445
$52.7K 0.01%
681
+654
446
$51.9K 0.01%
1,200
-1,550
447
$51.5K 0.01%
3,900
448
$50.7K 0.01%
400
449
$50.4K 0.01%
615
-45
450
$50.1K 0.01%
7,499
16 17
18
19 20