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
501
$34.5K 0.01%
698
502
$34.3K 0.01%
640
-905
503
$34.3K 0.01%
642
-50
504
$34K 0.01%
474
-19
505
$34K 0.01%
990
+251
506
$33.9K 0.01%
2,450
507
$33K 0.01%
280
+100
508
$33K 0.01%
1,106
509
$33K 0.01%
1,330
-295
510
$32.8K 0.01%
325
+250
511
$31.7K 0.01%
2,000
512
$31.5K 0.01%
278
513
$31.4K 0.01%
401
514
$31.3K 0.01%
700
-250
515
$30.9K 0.01%
1,016
+266
516
$30.7K 0.01%
375
-65
517
$30.3K 0.01%
975
-195
518
$29.5K 0.01%
270
519
$29.3K 0.01%
555
520
$29K 0.01%
500
521
$28.7K 0.01%
+1,350
522
$28.7K 0.01%
+289
523
$28.7K 0.01%
333
524
$28.6K 0.01%
800
525
$28.1K 0.01%
215
19 20
21
22 23