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
501
$34.5K 0.01%
172
502
$34.5K 0.01%
698
503
$34.3K 0.01%
640
-905
504
$34.3K 0.01%
642
-50
505
$34K 0.01%
474
-19
506
$34K 0.01%
990
+251
507
$33.9K 0.01%
2,450
508
$33K 0.01%
280
+100
509
$33K 0.01%
553
510
$33K 0.01%
1,330
-295
511
$32.8K 0.01%
325
+250
512
$31.7K 0.01%
2,000
513
$31.5K 0.01%
278
514
$31.4K 0.01%
401
515
$31.3K 0.01%
700
-250
516
$30.9K 0.01%
1,016
+266
517
$30.7K 0.01%
375
-65
518
$30.3K 0.01%
975
-195
519
$29.5K 0.01%
270
520
$29.3K 0.01%
555
521
$29K 0.01%
500
522
$28.7K 0.01%
+1,350
523
$28.7K 0.01%
+289
524
$28.7K 0.01%
333
525
$28.6K 0.01%
800
19 20
21
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