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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$489K 0.08%
4,195
-35
227
$482K 0.07%
2,293
228
$477K 0.07%
12,375
-419
229
$475K 0.07%
5,201
+241
230
$472K 0.07%
12,972
-130
231
$465K 0.07%
11,563
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232
$461K 0.07%
2,690
+30
233
$456K 0.07%
5,771
+1,288
234
$449K 0.07%
8,150
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235
$446K 0.07%
4,600
236
$444K 0.07%
12,157
-175
237
$424K 0.07%
5,286
-65
238
$418K 0.06%
3,000
-100
239
$417K 0.06%
4,011
+6
240
$402K 0.06%
7,177
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241
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242
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9,641
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243
$389K 0.06%
9,978
244
$376K 0.06%
6,770
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245
$376K 0.06%
13,350
246
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4,486
-500
247
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2,600
+230
248
$369K 0.06%
26,388
-735
249
$365K 0.06%
29,497
+1,849
250
$363K 0.06%
4,515
-50
8 9
10
11 12