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
151
$593K 0.14%
2,620
+255
152
$588K 0.14%
20,380
+1,890
153
$586K 0.14%
3,000
154
$582K 0.14%
6,725
-75
155
$570K 0.14%
9,654
-196
156
$569K 0.14%
14,515
-100
157
$563K 0.13%
26,081
+8,746
158
$542K 0.13%
7,353
+251
159
$541K 0.13%
10,614
+6
160
$539K 0.13%
3,424
-749
161
$535K 0.13%
2,615
-65
162
$533K 0.13%
6,892
-250
163
$525K 0.13%
8,504
+1
164
$525K 0.13%
7,764
-441
165
$524K 0.12%
+10,618
166
$515K 0.12%
14,704
+2,700
167
$512K 0.12%
5,346
168
$510K 0.12%
39,728
-5,972
169
$508K 0.12%
2,750
170
$508K 0.12%
8,986
-7,710
171
$499K 0.12%
9,100
-500
172
$489K 0.12%
26,395
-750
173
$476K 0.11%
3,108
-100
174
$475K 0.11%
7,234
-200
175
$473K 0.11%
18,481
5 6
7
8 9