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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$353K 0.04%
3,149
-100
302
$351K 0.04%
900
303
$344K 0.04%
1,324
-52
304
$343K 0.04%
11,500
-2,750
305
$339K 0.04%
1,535
306
$334K 0.04%
1,498
307
$333K 0.04%
7,000
308
$332K 0.04%
279
309
$320K 0.04%
5,028
+136
310
$316K 0.04%
40,200
311
$315K 0.04%
2,765
+100
312
$309K 0.04%
7,377
313
$306K 0.04%
5,010
314
$304K 0.04%
2,948
-1,270
315
$304K 0.04%
1,978
316
$303K 0.04%
1,494
+200
317
$297K 0.04%
3,175
318
$296K 0.04%
3,925
319
$295K 0.04%
14,375
320
$295K 0.04%
3,225
-125
321
$292K 0.04%
5,252
-2,551
322
$291K 0.04%
1,418
-456
323
$289K 0.04%
6,770
-700
324
$289K 0.04%
612
325
$288K 0.04%
1,380
11 12
13
14 15