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
626
$10.2K ﹤0.01%
210
+2
627
$10.2K ﹤0.01%
180
628
$10.2K ﹤0.01%
50
629
$10.1K ﹤0.01%
352
630
$10.1K ﹤0.01%
432
+108
631
$10K ﹤0.01%
25
632
$9.98K ﹤0.01%
105
633
$9.95K ﹤0.01%
200
634
$9.74K ﹤0.01%
1,000
635
$9.63K ﹤0.01%
625
-735
636
$9.62K ﹤0.01%
75
637
$9.58K ﹤0.01%
775
-775
638
$9.39K ﹤0.01%
47
639
$9.1K ﹤0.01%
172
640
$9.06K ﹤0.01%
400
641
$9.01K ﹤0.01%
+300
642
$8.96K ﹤0.01%
160
643
$8.78K ﹤0.01%
263
644
$8.74K ﹤0.01%
600
645
$8.69K ﹤0.01%
221
646
$8.53K ﹤0.01%
375
647
$8.35K ﹤0.01%
200
-2
648
$8.29K ﹤0.01%
64
649
$8.21K ﹤0.01%
2,000
650
$8.2K ﹤0.01%
88
24 25
26
27 28