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
276
$380K 0.04%
8,372
-1,050
277
$375K 0.04%
5,597
-450
278
$373K 0.04%
1,884
-91
279
$370K 0.04%
11,690
-735
280
$368K 0.04%
2,254
+76
281
$367K 0.04%
2,795
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282
$353K 0.04%
7,500
283
$351K 0.04%
6,150
284
$348K 0.04%
8,294
+5
285
$343K 0.04%
+15,702
286
$340K 0.04%
19,696
287
$337K 0.04%
12,000
288
$327K 0.03%
3,459
+150
289
$325K 0.03%
1,128
290
$317K 0.03%
5,455
291
$316K 0.03%
4,193
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292
$315K 0.03%
1,540
293
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294
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295
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685
296
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2,197
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297
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3,697
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298
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1,255
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299
$294K 0.03%
3,964
300
$294K 0.03%
7,232
-297
10 11
12
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