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
101
$1.15M 0.28%
14,337
-500
102
$1.15M 0.28%
14,702
-10
103
$1.15M 0.27%
18,684
+465
104
$1.14M 0.27%
52,170
-125
105
$1.13M 0.27%
25,515
-935
106
$1.11M 0.27%
20,580
+2,000
107
$1.11M 0.26%
53,207
+4,205
108
$1.11M 0.26%
23,356
-6,231
109
$1.07M 0.26%
43,470
+675
110
$1.07M 0.25%
11,904
-15
111
$1.06M 0.25%
21,624
+2,879
112
$1.03M 0.25%
8,975
113
$1.03M 0.24%
9,721
-225
114
$1.02M 0.24%
11,798
-50
115
$1.01M 0.24%
7,973
+107
116
$1.01M 0.24%
19,238
-359
117
$1M 0.24%
9,870
118
$1M 0.24%
5,082
119
$973K 0.23%
7,559
-125
120
$963K 0.23%
15,542
-630
121
$943K 0.22%
4,139
+31
122
$941K 0.22%
13,125
123
$929K 0.22%
17,072
+500
124
$922K 0.22%
11,200
+600
125
$904K 0.22%
9,901
-2,929
3 4
5
6 7