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
251
$485K 0.05%
4,134
-502
252
$477K 0.05%
3,396
-50
253
$472K 0.05%
1,821
+109
254
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3,513
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255
$467K 0.05%
9,302
+57
256
$453K 0.05%
2,292
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257
$447K 0.05%
3,519
258
$444K 0.05%
5,157
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259
$444K 0.05%
3,632
+2
260
$438K 0.05%
4,323
-168
261
$438K 0.05%
10,456
-312
262
$435K 0.05%
10,113
263
$430K 0.05%
47,869
264
$420K 0.04%
3,455
-275
265
$403K 0.04%
5,433
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266
$402K 0.04%
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267
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269
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2,513
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270
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-208
271
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3,338
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272
$389K 0.04%
12,739
-1,835
273
$386K 0.04%
7,164
274
$380K 0.04%
1,400
+1,000
275
$380K 0.04%
13,350
9 10
11
12 13