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
551
$21.1K 0.01%
1,500
552
$21K 0.01%
260
553
$20.9K 0.01%
100
554
$20.8K 0.01%
300
555
$20.6K ﹤0.01%
2,300
+500
556
$20.4K ﹤0.01%
1,726
557
$20.3K ﹤0.01%
364
558
$20K ﹤0.01%
340
-25
559
$20K ﹤0.01%
252
-210
560
$20K ﹤0.01%
155
561
$19.8K ﹤0.01%
300
562
$19.3K ﹤0.01%
5,000
-1,000
563
$19.2K ﹤0.01%
746
564
$19.2K ﹤0.01%
132
565
$18.9K ﹤0.01%
1,700
566
$18.8K ﹤0.01%
273
567
$18.8K ﹤0.01%
1,000
568
$18.6K ﹤0.01%
246
569
$18.4K ﹤0.01%
300
-500
570
$17.9K ﹤0.01%
2,000
571
$17K ﹤0.01%
100
572
$17K ﹤0.01%
115
573
$16.8K ﹤0.01%
200
574
$16.7K ﹤0.01%
300
575
$16.7K ﹤0.01%
5,293
-1,648
21 22
23
24 25