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
776
$1.03K ﹤0.01%
10
777
$980 ﹤0.01%
+9
778
$933 ﹤0.01%
26
779
$911 ﹤0.01%
207
-8
780
$910 ﹤0.01%
100
781
$881 ﹤0.01%
24
782
$872 ﹤0.01%
20
783
$836 ﹤0.01%
+100
784
$756 ﹤0.01%
20
785
$748 ﹤0.01%
21
786
$672 ﹤0.01%
20
787
$649 ﹤0.01%
16
788
$563 ﹤0.01%
13
789
$331 ﹤0.01%
+32
790
$299 ﹤0.01%
+38
791
$224 ﹤0.01%
8
792
$207 ﹤0.01%
6
793
$176 ﹤0.01%
5
794
$175 ﹤0.01%
+35
795
$154 ﹤0.01%
10
796
$153 ﹤0.01%
+13
797
$111 ﹤0.01%
4
798
$95 ﹤0.01%
+3
799
– –
-350
800
– –
-575
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