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
51
$2.3M 0.55%
25,250
+690
52
$2.27M 0.54%
18,249
+452
53
$2.25M 0.54%
10,941
+360
54
$2.24M 0.53%
20,009
+905
55
$2.24M 0.53%
77,095
+3,088
56
$2.2M 0.52%
40,233
+1,187
57
$2.14M 0.51%
11,477
+2,108
58
$2.13M 0.51%
39,449
+714
59
$2.11M 0.5%
12,151
+677
60
$2.11M 0.5%
7,184
+15
61
$2.05M 0.49%
1,096
+25
62
$2.02M 0.48%
27,799
+3,734
63
$1.97M 0.47%
24,050
-118
64
$1.95M 0.46%
7,359
+165
65
$1.91M 0.45%
11,535
-135
66
$1.84M 0.44%
33,700
-5,554
67
$1.8M 0.43%
21,530
+70
68
$1.78M 0.42%
25,798
+714
69
$1.74M 0.41%
97,352
+4,416
70
$1.71M 0.41%
20,883
+313
71
$1.7M 0.4%
19,577
+783
72
$1.69M 0.4%
10,757
-298
73
$1.66M 0.4%
8,618
-28
74
$1.66M 0.4%
49,407
75
$1.64M 0.39%
49,390
-3,172
1 2
3
4 5