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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$407K 0.06%
30,016
+484
252
$407K 0.06%
2,540
253
$405K 0.06%
6,943
254
$404K 0.06%
9,061
-140
255
$400K 0.05%
4,091
256
$393K 0.05%
13,350
257
$391K 0.05%
6,752
-14,374
258
$391K 0.05%
2,650
+124
259
$387K 0.05%
24,273
-2,115
260
$377K 0.05%
162,500
261
$377K 0.05%
1,034
+229
262
$369K 0.05%
2,387
263
$368K 0.05%
4,185
-51
264
$363K 0.05%
2,725
265
$362K 0.05%
275
-4
266
$362K 0.05%
17,160
-446,228
267
$361K 0.05%
7,500
268
$354K 0.05%
2,129
269
$347K 0.05%
1,170
270
$345K 0.05%
5,723
-117
271
$342K 0.05%
3,519
272
$338K 0.05%
1,357
-295
273
$334K 0.05%
+24,547
274
$322K 0.04%
3,313
275
$322K 0.04%
730
-67
9 10
11
12 13