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
676
$5.59K ﹤0.01%
375
677
$5.55K ﹤0.01%
250
+40
678
$5.53K ﹤0.01%
150
679
$5.49K ﹤0.01%
183
680
$5.43K ﹤0.01%
62
681
$5.41K ﹤0.01%
316
+3
682
$5.38K ﹤0.01%
500
683
$5.31K ﹤0.01%
45
684
$5.17K ﹤0.01%
250
685
$5.15K ﹤0.01%
+125
686
$5.14K ﹤0.01%
92
687
$5.13K ﹤0.01%
200
-120
688
$5.13K ﹤0.01%
1,000
689
$5.1K ﹤0.01%
80
690
$5.04K ﹤0.01%
+81
691
$5.02K ﹤0.01%
219
692
$4.93K ﹤0.01%
200
-55
693
$4.92K ﹤0.01%
237
694
$4.89K ﹤0.01%
350
695
$4.83K ﹤0.01%
+50
696
$4.77K ﹤0.01%
117
697
$4.77K ﹤0.01%
50
698
$4.74K ﹤0.01%
150
699
$4.67K ﹤0.01%
1,000
700
$4.63K ﹤0.01%
41
26 27
28
29 30