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
476
$43.7K 0.01%
225
477
$43.5K 0.01%
213
478
$43.5K 0.01%
325
479
$43.5K 0.01%
1,876
480
$43.4K 0.01%
2,193
481
$43.4K 0.01%
375
482
$43.4K 0.01%
255
483
$43.2K 0.01%
1,740
484
$43.1K 0.01%
113
485
$42.8K 0.01%
1,000
486
$42.7K 0.01%
1,992
487
$40.2K 0.01%
250
+100
488
$39.6K 0.01%
1,933
-106
489
$39.2K 0.01%
1,200
490
$39.2K 0.01%
1,000
491
$39.2K 0.01%
1,121
492
$38.6K 0.01%
340
493
$38.4K 0.01%
550
+400
494
$38.1K 0.01%
488
+316
495
$37K 0.01%
750
496
$36K 0.01%
237
497
$35.5K 0.01%
100
498
$35.1K 0.01%
717
499
$34.9K 0.01%
544
+100
500
$34.7K 0.01%
461
+3