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
776
$980 ﹤0.01%
+9
777
$933 ﹤0.01%
26
778
$911 ﹤0.01%
207
-8
779
$910 ﹤0.01%
100
780
$881 ﹤0.01%
24
781
$872 ﹤0.01%
20
782
$836 ﹤0.01%
+100
783
$756 ﹤0.01%
20
784
$748 ﹤0.01%
21
785
$672 ﹤0.01%
20
786
$649 ﹤0.01%
16
787
$563 ﹤0.01%
13
788
$331 ﹤0.01%
+32
789
$299 ﹤0.01%
+38
790
$224 ﹤0.01%
8
791
$207 ﹤0.01%
6
792
$176 ﹤0.01%
5
793
$175 ﹤0.01%
+35
794
$154 ﹤0.01%
10
795
$153 ﹤0.01%
+13
796
$111 ﹤0.01%
4
797
$95 ﹤0.01%
+3
798
– –
-350
799
– –
-575
800
– –
-60
29 30 31
32
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