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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$519K 0.05%
2,310
-16
252
$511K 0.05%
14,080
-687
253
$509K 0.05%
3,519
254
$501K 0.05%
10,406
-167
255
$497K 0.05%
6,066
-49
256
$493K 0.05%
10,703
257
$493K 0.05%
22,203
258
$492K 0.05%
942
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259
$489K 0.05%
5,787
-65
260
$476K 0.04%
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-152
261
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2,716
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262
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13,667
263
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7,882
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264
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10,113
265
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266
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267
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268
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270
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1,265
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272
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2,295
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273
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1,183
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274
$410K 0.04%
2,931
+1
275
$409K 0.04%
3,282
+29
9 10
11
12 13