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
126
$888K 0.21%
3,347
-228
127
$882K 0.21%
41,701
+10,938
128
$858K 0.2%
13,058
-800
129
$842K 0.2%
41,032
+9,494
130
$823K 0.2%
13,489
-287
131
$815K 0.19%
2,781
132
$810K 0.19%
5,373
-25
133
$791K 0.19%
39,235
+9,375
134
$787K 0.19%
16,631
-51
135
$785K 0.19%
75,367
136
$784K 0.19%
8,375
-150
137
$782K 0.19%
19,684
+3,375
138
$776K 0.18%
5,224
+275
139
$774K 0.18%
2,130
+356
140
$748K 0.18%
2,829
-293
141
$745K 0.18%
11,759
-150
142
$725K 0.17%
6,280
-300
143
$721K 0.17%
6,214
+446
144
$718K 0.17%
38,440
145
$685K 0.16%
2,120
+265
146
$680K 0.16%
9,062
-6,929
147
$642K 0.15%
20,710
148
$639K 0.15%
2,274
+240
149
$602K 0.14%
16,338
+33
150
$600K 0.14%
13,352
-500
4 5
6
7 8