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
176
$467K 0.11%
3,491
+63
177
$458K 0.11%
16,322
178
$456K 0.11%
17,874
-2,000
179
$456K 0.11%
4,874
-10
180
$448K 0.11%
5,500
181
$448K 0.11%
24,680
-5,400
182
$447K 0.11%
31,732
+3,833
183
$443K 0.11%
11,486
-96
184
$436K 0.1%
3,978
-418
185
$436K 0.1%
2,305
186
$434K 0.1%
1,766
187
$425K 0.1%
2,565
-265
188
$424K 0.1%
11,815
-532
189
$416K 0.1%
5,150
-7,329
190
$414K 0.1%
882
+10
191
$410K 0.1%
3,010
-540
192
$410K 0.1%
15,400
+1,300
193
$409K 0.1%
7,926
+2,602
194
$409K 0.1%
9,330
-335
195
$405K 0.1%
11,607
-691
196
$399K 0.1%
6,918
-267
197
$391K 0.09%
25,475
198
$388K 0.09%
4,979
-535
199
$383K 0.09%
12,308
+1
200
$382K 0.09%
2,840
+105
6 7
8
9 10