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
451
$50K 0.01%
+326
452
$49.5K 0.01%
1,000
453
$48.4K 0.01%
620
454
$48.3K 0.01%
297
+50
455
$48.2K 0.01%
959
456
$47.3K 0.01%
440
457
$47.3K 0.01%
355
-200
458
$47.2K 0.01%
886
459
$47K 0.01%
1,000
460
$46.8K 0.01%
551
+110
461
$46.7K 0.01%
846
462
$46.3K 0.01%
1,707
463
$46.3K 0.01%
300
464
$45.9K 0.01%
874
465
$45.9K 0.01%
495
466
$45.6K 0.01%
2,050
467
$45.4K 0.01%
1,033
468
$44.7K 0.01%
1,929
469
$44.7K 0.01%
2,689
470
$44.6K 0.01%
405
-40
471
$44.3K 0.01%
3,700
-200
472
$44.1K 0.01%
586
473
$44K 0.01%
346
474
$43.8K 0.01%
319
475
$43.8K 0.01%
1,456
17 18
19
20 21