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
751
$1.98K ﹤0.01%
+250
752
$1.94K ﹤0.01%
113
753
$1.92K ﹤0.01%
300
754
$1.81K ﹤0.01%
+25
755
$1.8K ﹤0.01%
180
756
$1.74K ﹤0.01%
115
757
$1.63K ﹤0.01%
4
758
$1.6K ﹤0.01%
90
-95
759
$1.54K ﹤0.01%
100
760
$1.51K ﹤0.01%
55
761
$1.51K ﹤0.01%
80
762
$1.5K ﹤0.01%
+25
763
$1.48K ﹤0.01%
50
764
$1.47K ﹤0.01%
16
-31
765
$1.45K ﹤0.01%
+15
766
$1.37K ﹤0.01%
+50
767
$1.3K ﹤0.01%
50
768
$1.28K ﹤0.01%
13
769
$1.26K ﹤0.01%
46
770
$1.24K ﹤0.01%
33
771
$1.16K ﹤0.01%
200
772
$1.13K ﹤0.01%
500
773
$1.1K ﹤0.01%
+38
774
$1.06K ﹤0.01%
+41
775
$1.03K ﹤0.01%
10
29 30
31
32 33