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
251
$482K 0.06%
2,764
252
$482K 0.06%
43,030
253
$479K 0.06%
6,435
-1,554
254
$475K 0.06%
3,528
+150
255
$470K 0.06%
12,268
-736
256
$469K 0.06%
26,352
257
$464K 0.06%
2,660
+105
258
$462K 0.06%
2,178
-83
259
$462K 0.06%
4,248
-85
260
$460K 0.06%
1,854
261
$454K 0.06%
8,450
+1,620
262
$454K 0.06%
13,250
263
$444K 0.06%
1,000
+100
264
$440K 0.06%
3,857
-2
265
$430K 0.05%
4,021
+453
266
$427K 0.05%
4,880
-150
267
$421K 0.05%
1,415
268
$418K 0.05%
1,454
+3
269
$416K 0.05%
25,018
270
$410K 0.05%
13,800
271
$409K 0.05%
13,350
+9
272
$409K 0.05%
2,090
273
$403K 0.05%
8,796
+143
274
$402K 0.05%
5,364
+356
275
$399K 0.05%
7,258
+6,018
9 10
11
12 13