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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$574K 0.06%
5,585
227
$569K 0.06%
2,765
228
$566K 0.06%
13,434
-310
229
$565K 0.06%
32,424
+1,312
230
$560K 0.06%
3,926
+651
231
$558K 0.06%
13,060
-757
232
$557K 0.06%
6,979
233
$556K 0.06%
3,380
+15
234
$548K 0.06%
2,255
235
$545K 0.06%
3,220
236
$540K 0.06%
2,230
-108
237
$536K 0.06%
14,962
238
$523K 0.05%
8,200
-200
239
$521K 0.05%
25,578
+255
240
$520K 0.05%
2,204
+372
241
$519K 0.05%
1,263
-197
242
$515K 0.05%
5,986
-159
243
$513K 0.05%
30,829
-84
244
$508K 0.05%
10,694
+48
245
$506K 0.05%
4,669
-101
246
$497K 0.05%
2,722
+53
247
$490K 0.05%
13,667
248
$490K 0.05%
3,831
+358
249
$489K 0.05%
15,639
-1,477
250
$485K 0.05%
6,326
-600
8 9
10
11 12