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
726
$2.87K ﹤0.01%
200
-500
727
$2.86K ﹤0.01%
100
728
$2.86K ﹤0.01%
100
729
$2.84K ﹤0.01%
80
730
$2.81K ﹤0.01%
36
731
$2.74K ﹤0.01%
3
732
$2.73K ﹤0.01%
90
733
$2.71K ﹤0.01%
50
734
$2.67K ﹤0.01%
57
735
$2.64K ﹤0.01%
80
736
$2.54K ﹤0.01%
+66
737
$2.52K ﹤0.01%
1,000
738
$2.47K ﹤0.01%
50
739
$2.43K ﹤0.01%
62
740
$2.38K ﹤0.01%
100
741
$2.37K ﹤0.01%
+75
742
$2.33K ﹤0.01%
+14
743
$2.19K ﹤0.01%
25
744
$2.17K ﹤0.01%
99
745
$2.17K ﹤0.01%
50
746
$2.08K ﹤0.01%
20
747
$2.05K ﹤0.01%
80
748
$2.03K ﹤0.01%
52
749
$2.01K ﹤0.01%
48
750
$2K ﹤0.01%
35
28 29
30
31 32