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
76
$1.63M 0.39%
11,179
+525
77
$1.62M 0.39%
76,142
+9,606
78
$1.61M 0.38%
40,026
+444
79
$1.58M 0.38%
74,519
+13,636
80
$1.58M 0.38%
28,755
-40
81
$1.56M 0.37%
37,466
+5,128
82
$1.52M 0.36%
10,127
+75
83
$1.49M 0.36%
30,002
-1,084
84
$1.46M 0.35%
8,139
+215
85
$1.44M 0.34%
18,907
-97
86
$1.42M 0.34%
38,652
+10,989
87
$1.33M 0.32%
62,971
+17,878
88
$1.32M 0.32%
62,264
+20,137
89
$1.32M 0.31%
50,022
+378
90
$1.3M 0.31%
18,554
+125
91
$1.29M 0.31%
45,876
+2,780
92
$1.27M 0.3%
24,784
93
$1.27M 0.3%
11,439
94
$1.26M 0.3%
54,250
-1,500
95
$1.25M 0.3%
10,151
+313
96
$1.24M 0.29%
6,708
-250
97
$1.23M 0.29%
9,299
-75
98
$1.22M 0.29%
24,913
+7
99
$1.21M 0.29%
7,938
+1,032
100
$1.16M 0.28%
9,705
2 3
4
5 6