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
726
$2.95K ﹤0.01%
170
727
$2.87K ﹤0.01%
200
-500
728
$2.86K ﹤0.01%
100
729
$2.86K ﹤0.01%
100
730
$2.84K ﹤0.01%
80
731
$2.81K ﹤0.01%
36
732
$2.74K ﹤0.01%
3
733
$2.73K ﹤0.01%
90
734
$2.71K ﹤0.01%
50
735
$2.67K ﹤0.01%
57
736
$2.64K ﹤0.01%
80
737
$2.54K ﹤0.01%
+66
738
$2.52K ﹤0.01%
1,000
739
$2.47K ﹤0.01%
50
740
$2.43K ﹤0.01%
62
741
$2.38K ﹤0.01%
100
742
$2.37K ﹤0.01%
+75
743
$2.33K ﹤0.01%
+14
744
$2.19K ﹤0.01%
25
745
$2.17K ﹤0.01%
99
746
$2.17K ﹤0.01%
50
747
$2.08K ﹤0.01%
20
748
$2.05K ﹤0.01%
80
749
$2.03K ﹤0.01%
52
750
$2.01K ﹤0.01%
48
28 29
30
31 32