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
276
$398K 0.05%
2,570
277
$397K 0.05%
26,083
+741
278
$396K 0.05%
5,690
-740
279
$395K 0.05%
9,663
280
$392K 0.05%
3,658
+3,512
281
$391K 0.05%
7,646
+1,550
282
$387K 0.05%
12,000
283
$386K 0.05%
2,590
+1,575
284
$380K 0.05%
3,519
285
$380K 0.05%
12,600
-498
286
$379K 0.05%
8,717
+2
287
$379K 0.05%
5,600
-620
288
$378K 0.05%
1,255
+85
289
$374K 0.05%
2,309
290
$374K 0.05%
6,769
291
$370K 0.05%
2,487
+130
292
$363K 0.05%
12,125
293
$363K 0.05%
150,500
+8,000
294
$360K 0.05%
7,794
-763
295
$359K 0.05%
6,250
296
$358K 0.05%
1,423
-12
297
$356K 0.05%
2,714
-8
298
$356K 0.04%
3,145
299
$356K 0.04%
13,940
300
$355K 0.04%
6,170
+147
10 11
12
13 14