AIM
Anchor Investment Management Portfolio holdings
AUM
$1.14B
1-Year Return
15.58%
This Quarter Return
+3.88%
1 Year Return
+15.58%
3 Year Return
+58.55%
5 Year Return
+105.67%
10 Year Return
–
AUM
$420M
AUM Growth
+$18.9M
(+4.7%)
Cap. Flow
+$5.99M
Cap. Flow
% of AUM
1.43%
Top 10 Holdings %
Top 10 Hldgs %
20.41%
Holding
826
New
43
Increased
193
Reduced
172
Closed
26
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$1.59M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$913K |
| 3 |
Dow Inc
DOW
|
$524K |
| 4 |
Intel
INTC
|
$489K |
| 5 |
Vanguard Information Technology ETF
VGT
|
$475K |
Top Sells
| 1 |
Golub Capital BDC
GBDC
|
$3.03M |
| 2 |
Tyson Foods
TSN
|
$592K |
| 3 |
DuPont de Nemours
DD
|
$520K |
| 4 |
Coca-Cola Europacific Partners
CCEP
|
$436K |
| 5 |
AT&T
T
|
$358K |
Sector Composition
| 1 | Financials | 14.11% |
| 2 | Healthcare | 11.59% |
| 3 | Technology | 11.2% |
| 4 | Industrials | 9.4% |
| 5 | Communication Services | 6.76% |
