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
601
$14.5K ﹤0.01%
351
602
$14.3K ﹤0.01%
150
603
$14.1K ﹤0.01%
500
-1,000
604
$13.8K ﹤0.01%
185
605
$13.5K ﹤0.01%
400
-500
606
$13.5K ﹤0.01%
100
607
$13.2K ﹤0.01%
115
+13
608
$13K ﹤0.01%
840
609
$12.8K ﹤0.01%
200
610
$12.8K ﹤0.01%
57
611
$12.5K ﹤0.01%
200
612
$12.4K ﹤0.01%
2,012
+2
613
$12.3K ﹤0.01%
405
614
$12.2K ﹤0.01%
100
615
$12.1K ﹤0.01%
800
-1,000
616
$12K ﹤0.01%
1,500
617
$11.6K ﹤0.01%
100
618
$11.6K ﹤0.01%
155
619
$11.5K ﹤0.01%
400
+200
620
$11.3K ﹤0.01%
500
621
$10.9K ﹤0.01%
100
622
$10.9K ﹤0.01%
10
623
$10.8K ﹤0.01%
600
624
$10.7K ﹤0.01%
188
625
$10.2K ﹤0.01%
140
23 24
25
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