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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$557K 0.06%
2,183
+362
227
$549K 0.06%
14,962
228
$547K 0.06%
6,979
229
$540K 0.06%
1,238
-82
230
$534K 0.05%
2,770
-8,719
231
$529K 0.05%
3,100
-855
232
$529K 0.05%
2,349
+94
233
$527K 0.05%
4,134
234
$520K 0.05%
15,123
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235
$505K 0.05%
3,678
-1,121
236
$505K 0.05%
10,520
-174
237
$497K 0.05%
2,722
238
$481K 0.05%
11,556
-165
239
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13,667
240
$476K 0.05%
3,380
241
$474K 0.05%
6,329
+2,136
242
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600
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243
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244
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3,519
245
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3,637
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246
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4,339
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247
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2,368
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248
$460K 0.05%
9,310
+8
249
$456K 0.05%
14,754
+2,015
250
$452K 0.05%
5,157
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10
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