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
551
$21.3K 0.01%
+2,000
552
$21.1K 0.01%
1,500
553
$21K 0.01%
260
554
$20.9K 0.01%
100
555
$20.8K 0.01%
300
556
$20.6K ﹤0.01%
2,300
+500
557
$20.4K ﹤0.01%
1,726
558
$20.3K ﹤0.01%
364
559
$20K ﹤0.01%
340
-25
560
$20K ﹤0.01%
252
-210
561
$20K ﹤0.01%
155
562
$19.8K ﹤0.01%
300
563
$19.3K ﹤0.01%
5,000
-1,000
564
$19.2K ﹤0.01%
746
565
$19.2K ﹤0.01%
132
566
$18.9K ﹤0.01%
1,700
567
$18.8K ﹤0.01%
273
568
$18.8K ﹤0.01%
1,000
569
$18.6K ﹤0.01%
246
570
$18.4K ﹤0.01%
300
-500
571
$17.9K ﹤0.01%
2,000
572
$17K ﹤0.01%
100
573
$17K ﹤0.01%
115
574
$16.8K ﹤0.01%
200
575
$16.7K ﹤0.01%
300
21 22
23
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