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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$576K 0.07%
5,774
-100
227
$572K 0.07%
7,189
-580
228
$567K 0.07%
8,190
229
$565K 0.07%
5,351
-200
230
$560K 0.07%
4,160
-13
231
$560K 0.07%
18,110
+407
232
$559K 0.07%
6,950
233
$557K 0.07%
4,046
+405
234
$549K 0.07%
17,350
+1,050
235
$545K 0.07%
4,565
+325
236
$539K 0.07%
14,050
237
$529K 0.07%
5,130
+35
238
$524K 0.07%
2,836
239
$519K 0.07%
3,830
+1,654
240
$513K 0.06%
6,971
241
$512K 0.06%
3,100
+182
242
$499K 0.06%
22,567
+2,146
243
$498K 0.06%
10,282
-283
244
$492K 0.06%
3,251
+751
245
$490K 0.06%
9,378
-2,514
246
$490K 0.06%
2,081
247
$489K 0.06%
4,600
-16
248
$488K 0.06%
3,900
+798
249
$487K 0.06%
7,200
+5,400
250
$483K 0.06%
2,562
+9
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10
11 12