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
751
$2K ﹤0.01%
35
752
$1.98K ﹤0.01%
+250
753
$1.94K ﹤0.01%
113
754
$1.92K ﹤0.01%
300
755
$1.81K ﹤0.01%
+25
756
$1.8K ﹤0.01%
180
757
$1.74K ﹤0.01%
115
758
$1.63K ﹤0.01%
35
759
$1.6K ﹤0.01%
90
-95
760
$1.54K ﹤0.01%
100
761
$1.51K ﹤0.01%
55
762
$1.51K ﹤0.01%
80
763
$1.5K ﹤0.01%
+25
764
$1.48K ﹤0.01%
50
765
$1.47K ﹤0.01%
16
-31
766
$1.45K ﹤0.01%
+15
767
$1.37K ﹤0.01%
+50
768
$1.3K ﹤0.01%
50
769
$1.28K ﹤0.01%
13
770
$1.26K ﹤0.01%
46
771
$1.24K ﹤0.01%
33
772
$1.16K ﹤0.01%
200
773
$1.13K ﹤0.01%
500
774
$1.1K ﹤0.01%
+38
775
$1.06K ﹤0.01%
+41
29 30
31
32 33