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
276
$320K 0.04%
12,000
277
$318K 0.04%
11,800
-1,200
278
$318K 0.04%
1,736
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279
$318K 0.04%
4,055
-150
280
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6,250
281
$308K 0.04%
15,800
282
$299K 0.04%
7,402
-591
283
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284
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285
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5,920
+2,027
286
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1,498
287
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1,176
-23
288
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3,510
-140
289
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290
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9,700
291
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292
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293
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294
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295
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296
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6,321
-1,325
297
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7,934
298
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23,669
+2,630
299
$273K 0.04%
5,010
300
$273K 0.04%
2,530
10 11
12
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