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
651
$8.15K ﹤0.01%
130
652
$8.14K ﹤0.01%
+50
653
$8.1K ﹤0.01%
175
654
$8.04K ﹤0.01%
25
655
$7.83K ﹤0.01%
75
656
$7.78K ﹤0.01%
408
657
$7.72K ﹤0.01%
184
658
$7.45K ﹤0.01%
600
659
$7.43K ﹤0.01%
1,900
660
$7.14K ﹤0.01%
+146
661
$7.12K ﹤0.01%
146
662
$6.89K ﹤0.01%
400
-1,051
663
$6.84K ﹤0.01%
130
664
$6.61K ﹤0.01%
150
665
$6.49K ﹤0.01%
500
666
$6.46K ﹤0.01%
500
667
$6.42K ﹤0.01%
422
668
$6.37K ﹤0.01%
360
669
$6.29K ﹤0.01%
375
670
$6.17K ﹤0.01%
255
+55
671
$6.14K ﹤0.01%
+118
672
$6.09K ﹤0.01%
+50
673
$5.82K ﹤0.01%
+100
674
$5.79K ﹤0.01%
99
675
$5.66K ﹤0.01%
145