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
1
$16.8M 4.01%
208,312
-1,122
2
$16.3M 3.88%
93,793
+1,000
3
$11M 2.62%
82,104
+1,974
4
$8.92M 2.13%
63,876
+1,810
5
$5.91M 1.41%
77,126
+2,183
6
$5.7M 1.36%
33,706
+291
7
$5.51M 1.31%
152,735
+3,637
8
$5.32M 1.27%
38,188
-60
9
$5.2M 1.24%
444,438
+16,080
10
$5.02M 1.2%
263,985
+83,646
11
$5.02M 1.2%
104,918
+10,209
12
$4.81M 1.15%
22,550
+400
13
$4.52M 1.08%
51,226
-269
14
$4.51M 1.07%
91,100
+4,972
15
$4.47M 1.06%
57,782
+1,663
16
$4.43M 1.06%
52,667
+165
17
$4.33M 1.03%
75,809
+1,432
18
$4.21M 1%
36,456
19
$4.13M 0.99%
100,605
+4,194
20
$4.06M 0.97%
11,149
-330
21
$4.02M 0.96%
14,919
-306
22
$3.98M 0.95%
228,377
-173,545
23
$3.78M 0.9%
70,000
+4,640
24
$3.73M 0.89%
17,913
-8
25
$3.71M 0.88%
146,591
-14,127
1
2 3 4 5