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
526
$28.1K 0.01%
215
527
$28.1K 0.01%
+500
528
$27.9K 0.01%
+185
529
$27.9K 0.01%
225
530
$27.9K 0.01%
170
531
$27.8K 0.01%
179
-75
532
$27.5K 0.01%
+272
533
$27.1K 0.01%
351
534
$26.6K 0.01%
1,500
-4,650
535
$26.4K 0.01%
1,100
+125
536
$26.3K 0.01%
1,761
+510
537
$25.6K 0.01%
448
538
$25.4K 0.01%
463
539
$25K 0.01%
+2,400
540
$24K 0.01%
2,000
541
$23.8K 0.01%
500
542
$23.5K 0.01%
503
543
$23.5K 0.01%
400
544
$23.5K 0.01%
233
545
$23.4K 0.01%
85
546
$23.3K 0.01%
235
547
$23.1K 0.01%
426
-174
548
$23.1K 0.01%
500
549
$21.8K 0.01%
705
550
$21.7K 0.01%
+300