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
476
$43.5K 0.01%
213
477
$43.5K 0.01%
325
478
$43.5K 0.01%
1,876
479
$43.4K 0.01%
2,193
480
$43.4K 0.01%
375
481
$43.4K 0.01%
255
482
$43.2K 0.01%
1,740
483
$43.1K 0.01%
113
484
$42.8K 0.01%
1,000
485
$42.7K 0.01%
1,992
486
$40.2K 0.01%
250
+100
487
$39.6K 0.01%
1,933
-106
488
$39.2K 0.01%
1,200
489
$39.2K 0.01%
1,000
490
$39.2K 0.01%
1,121
491
$38.6K 0.01%
340
492
$38.4K 0.01%
550
+400
493
$38.1K 0.01%
976
+632
494
$37K 0.01%
750
495
$36K 0.01%
237
496
$35.5K 0.01%
100
497
$35.1K 0.01%
717
498
$34.9K 0.01%
544
+100
499
$34.7K 0.01%
461
+3
500
$34.5K 0.01%
172
18 19
20
21 22