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
276
$289K 0.04%
3,925
277
$287K 0.04%
797
+85
278
$285K 0.04%
2,595
279
$283K 0.04%
9,700
280
$282K 0.04%
1,314
-128
281
$275K 0.04%
4,090
-160
282
$273K 0.04%
6,250
283
$273K 0.04%
9,002
+4,651
284
$271K 0.04%
820
285
$269K 0.04%
1,206
-36
286
$267K 0.04%
22,567
287
$262K 0.04%
1,470
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288
$262K 0.04%
2,900
289
$261K 0.04%
691
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290
$261K 0.04%
1,530
291
$260K 0.04%
6,943
292
$260K 0.04%
2,365
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293
$257K 0.04%
2,300
+1,023
294
$256K 0.04%
5,364
295
$255K 0.04%
2,387
296
$254K 0.04%
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297
$252K 0.04%
16,140
+2,200
298
$249K 0.04%
5,738
-120
299
$247K 0.04%
2,714
300
$246K 0.04%
2,975
-85
10 11
12
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