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
201
$380K 0.09%
2,912
202
$376K 0.09%
8,851
-100
203
$375K 0.09%
10,771
-192
204
$375K 0.09%
6,703
+824
205
$374K 0.09%
16,125
206
$365K 0.09%
34,875
207
$359K 0.09%
4,215
-395
208
$356K 0.08%
6,000
-400
209
$356K 0.08%
2,670
210
$354K 0.08%
3,622
211
$351K 0.08%
15,338
-72
212
$349K 0.08%
21,770
+2,600
213
$344K 0.08%
3,201
+429
214
$343K 0.08%
13,435
-250
215
$340K 0.08%
7,638
216
$329K 0.08%
12,075
-3,990
217
$328K 0.08%
1,425
-50
218
$322K 0.08%
7,779
219
$321K 0.08%
11,220
220
$319K 0.08%
5,465
221
$312K 0.07%
3,110
222
$311K 0.07%
370
223
$311K 0.07%
3,056
224
$309K 0.07%
10,714
-1,331
225
$308K 0.07%
4,055
-50
7 8
9
10 11