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
576
$16.6K ﹤0.01%
427
577
$16.5K ﹤0.01%
300
578
$16.4K ﹤0.01%
70
579
$16.4K ﹤0.01%
777
580
$16.3K ﹤0.01%
350
581
$16.1K ﹤0.01%
60
582
$16K ﹤0.01%
368
583
$16K ﹤0.01%
356
584
$15.9K ﹤0.01%
441
585
$15.9K ﹤0.01%
450
-500
586
$15.7K ﹤0.01%
1,000
587
$15.6K ﹤0.01%
625
-85
588
$15.5K ﹤0.01%
+1,000
589
$15.4K ﹤0.01%
255
590
$15.3K ﹤0.01%
298
591
$15.2K ﹤0.01%
+125
592
$15.2K ﹤0.01%
800
593
$15.1K ﹤0.01%
200
594
$15.1K ﹤0.01%
258
-277
595
$15K ﹤0.01%
102
596
$14.9K ﹤0.01%
1,000
597
$14.9K ﹤0.01%
300
598
$14.7K ﹤0.01%
290
599
$14.5K ﹤0.01%
200
600
$14.5K ﹤0.01%
351