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
526
$28.1K 0.01%
+500
527
$27.9K 0.01%
+185
528
$27.9K 0.01%
225
529
$27.9K 0.01%
170
530
$27.8K 0.01%
179
-75
531
$27.5K 0.01%
+272
532
$27.1K 0.01%
351
533
$26.6K 0.01%
1,500
-4,650
534
$26.4K 0.01%
1,100
+125
535
$26.3K 0.01%
1,761
+510
536
$25.6K 0.01%
448
537
$25.4K 0.01%
463
538
$25K 0.01%
+2,400
539
$24K 0.01%
2,000
540
$23.8K 0.01%
500
541
$23.5K 0.01%
503
542
$23.5K 0.01%
400
543
$23.5K 0.01%
233
544
$23.4K 0.01%
85
545
$23.3K 0.01%
235
546
$23.1K 0.01%
426
-174
547
$23.1K 0.01%
500
548
$21.8K 0.01%
705
549
$21.7K 0.01%
+300
550
$21.3K 0.01%
+2,000
20 21
22
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