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
676
$5.64K ﹤0.01%
35
677
$5.59K ﹤0.01%
375
678
$5.55K ﹤0.01%
250
+40
679
$5.53K ﹤0.01%
150
680
$5.49K ﹤0.01%
183
681
$5.43K ﹤0.01%
62
682
$5.41K ﹤0.01%
316
+3
683
$5.38K ﹤0.01%
500
684
$5.31K ﹤0.01%
45
685
$5.17K ﹤0.01%
250
686
$5.15K ﹤0.01%
+125
687
$5.14K ﹤0.01%
92
688
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200
-120
689
$5.13K ﹤0.01%
1,000
690
$5.1K ﹤0.01%
80
691
$5.04K ﹤0.01%
+81
692
$5.02K ﹤0.01%
219
693
$4.93K ﹤0.01%
200
-55
694
$4.92K ﹤0.01%
237
695
$4.89K ﹤0.01%
350
696
$4.83K ﹤0.01%
+50
697
$4.77K ﹤0.01%
117
698
$4.77K ﹤0.01%
50
699
$4.74K ﹤0.01%
150
700
$4.67K ﹤0.01%
1,000