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
701
$4.63K ﹤0.01%
41
702
$4.56K ﹤0.01%
136
-37
703
$4.55K ﹤0.01%
55
704
$4.35K ﹤0.01%
40
705
$4.2K ﹤0.01%
110
+1
706
$4.04K ﹤0.01%
112
707
$3.99K ﹤0.01%
100
708
$3.98K ﹤0.01%
150
709
$3.88K ﹤0.01%
50
710
$3.86K ﹤0.01%
86
711
$3.83K ﹤0.01%
10
712
$3.8K ﹤0.01%
72
713
$3.79K ﹤0.01%
103
714
$3.66K ﹤0.01%
250
715
$3.65K ﹤0.01%
3,800
716
$3.57K ﹤0.01%
100
717
$3.4K ﹤0.01%
58
718
$3.39K ﹤0.01%
37
719
$3.34K ﹤0.01%
+63
720
$3.28K ﹤0.01%
12
721
$3.26K ﹤0.01%
204
722
$3.21K ﹤0.01%
+20
723
$3.13K ﹤0.01%
10
-25
724
$3.04K ﹤0.01%
105
725
$2.99K ﹤0.01%
105
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