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
651
$8.14K ﹤0.01%
+50
652
$8.1K ﹤0.01%
175
653
$8.04K ﹤0.01%
25
654
$7.83K ﹤0.01%
75
655
$7.78K ﹤0.01%
408
656
$7.72K ﹤0.01%
184
657
$7.45K ﹤0.01%
600
658
$7.43K ﹤0.01%
1,900
659
$7.14K ﹤0.01%
+146
660
$7.12K ﹤0.01%
146
661
$6.89K ﹤0.01%
400
-1,051
662
$6.84K ﹤0.01%
130
663
$6.61K ﹤0.01%
150
664
$6.49K ﹤0.01%
500
665
$6.46K ﹤0.01%
500
666
$6.42K ﹤0.01%
422
667
$6.37K ﹤0.01%
360
668
$6.29K ﹤0.01%
375
669
$6.17K ﹤0.01%
255
+55
670
$6.14K ﹤0.01%
+118
671
$6.09K ﹤0.01%
+50
672
$5.82K ﹤0.01%
+100
673
$5.79K ﹤0.01%
198
674
$5.66K ﹤0.01%
145
675
$5.64K ﹤0.01%
35
25 26
27
28 29