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
251
$359K 0.06%
7,853
+2,280
252
$357K 0.06%
7,183
253
$346K 0.05%
5,075
254
$345K 0.05%
6,035
-133
255
$344K 0.05%
2,540
-30
256
$342K 0.05%
13,250
257
$341K 0.05%
4,100
+607
258
$339K 0.05%
14,050
259
$337K 0.05%
1,935
260
$331K 0.05%
9,050
-500
261
$331K 0.05%
2,324
-79
262
$328K 0.05%
2,725
263
$322K 0.05%
12,000
-125
264
$319K 0.05%
3,554
265
$316K 0.05%
7,646
266
$313K 0.05%
2,314
+35
267
$307K 0.05%
1,434
+31
268
$305K 0.05%
1,170
-85
269
$304K 0.05%
1,150
-28
270
$299K 0.05%
13,000
-800
271
$299K 0.05%
3,519
272
$296K 0.05%
165,500
273
$296K 0.05%
3,650
-50
274
$295K 0.05%
2,052
-126
275
$293K 0.05%
1,979
+17
9 10
11
12 13