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
26
$3.69M 0.88%
72,389
+714
27
$3.45M 0.82%
34,182
-10
28
$3.19M 0.76%
19,445
-395
29
$3.18M 0.76%
30,832
+3,489
30
$3.14M 0.75%
6,964
31
$3.13M 0.75%
33,040
+1,520
32
$3.12M 0.74%
23,777
-61
33
$2.94M 0.7%
45,033
+202
34
$2.93M 0.7%
9,952
+80
35
$2.92M 0.7%
40,173
-1,030
36
$2.9M 0.69%
14,539
-290
37
$2.85M 0.68%
110,556
+600
38
$2.78M 0.66%
50,876
+2,258
39
$2.76M 0.66%
11,295
+438
40
$2.74M 0.65%
24,984
+43
41
$2.7M 0.64%
27,675
+2,875
42
$2.66M 0.63%
33,255
+754
43
$2.61M 0.62%
47,264
-604
44
$2.5M 0.59%
43,804
+787
45
$2.44M 0.58%
57,777
-1,919
46
$2.44M 0.58%
16,375
+856
47
$2.44M 0.58%
44,550
48
$2.42M 0.58%
14,466
-254
49
$2.4M 0.57%
11,384
+2,253
50
$2.37M 0.57%
90,410
+34,783
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2
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