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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$368K 0.04%
7,164
277
$340K 0.04%
5,390
-65
278
$336K 0.03%
1,562
-1,203
279
$336K 0.03%
1,128
280
$335K 0.03%
2,710
-85
281
$333K 0.03%
1,255
282
$327K 0.03%
2,314
+60
283
$326K 0.03%
+1,898
284
$322K 0.03%
2,142
-55
285
$321K 0.03%
8,422
+50
286
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805
+120
287
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6,110
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288
$304K 0.03%
1,400
289
$304K 0.03%
968
290
$303K 0.03%
1,540
291
$301K 0.03%
7,290
-1,004
292
$300K 0.03%
11,000
-1,000
293
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3,260
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294
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3,286
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295
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275
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296
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9,700
297
$288K 0.03%
3,964
298
$285K 0.03%
16,660
+13
299
$285K 0.03%
5,279
-150
300
$284K 0.03%
2,078
-435
10 11
12
13 14