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
576
$16.7K ﹤0.01%
5,293
-1,648
577
$16.6K ﹤0.01%
427
578
$16.5K ﹤0.01%
300
579
$16.4K ﹤0.01%
70
580
$16.4K ﹤0.01%
777
581
$16.3K ﹤0.01%
350
582
$16.1K ﹤0.01%
60
583
$16K ﹤0.01%
368
584
$16K ﹤0.01%
356
585
$15.9K ﹤0.01%
441
586
$15.9K ﹤0.01%
450
-500
587
$15.7K ﹤0.01%
1,000
588
$15.6K ﹤0.01%
625
-85
589
$15.5K ﹤0.01%
+1,000
590
$15.4K ﹤0.01%
255
591
$15.3K ﹤0.01%
225
592
$15.2K ﹤0.01%
+125
593
$15.2K ﹤0.01%
800
594
$15.1K ﹤0.01%
200
595
$15.1K ﹤0.01%
258
-277
596
$15K ﹤0.01%
102
597
$14.9K ﹤0.01%
1,000
598
$14.9K ﹤0.01%
300
599
$14.7K ﹤0.01%
290
600
$14.5K ﹤0.01%
200