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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$407K 0.04%
2,360
-175
277
$403K 0.04%
10,958
-199
278
$393K 0.04%
7,164
279
$391K 0.04%
17,232
280
$391K 0.04%
4,235
-922
281
$391K 0.04%
5,722
-23
282
$379K 0.04%
1,583
283
$374K 0.03%
6,110
284
$373K 0.03%
42,869
285
$363K 0.03%
1,128
286
$363K 0.03%
17,119
-2,494
287
$357K 0.03%
1,476
-80
288
$350K 0.03%
3,160
-50
289
$346K 0.03%
17,979
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290
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1,400
291
$345K 0.03%
6,379
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292
$339K 0.03%
9,122
-300
293
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1,500
294
$332K 0.03%
3,251
-10
295
$330K 0.03%
2,070
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296
$328K 0.03%
3,263
297
$326K 0.03%
5,197
-400
298
$323K 0.03%
1,037
+149
299
$318K 0.03%
1,978
300
$314K 0.03%
3,171
10 11
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