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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$246K 0.04%
6,732
-997
302
$243K 0.04%
7,500
+500
303
$243K 0.04%
1,124
-6
304
$239K 0.04%
8,572
-147
305
$238K 0.04%
1,541
306
$238K 0.04%
1,650
-18
307
$237K 0.04%
1,394
308
$236K 0.04%
12,661
+7,825
309
$235K 0.04%
1,203
-445
310
$231K 0.04%
1,510
311
$231K 0.04%
13,209
+3,500
312
$231K 0.04%
279
313
$230K 0.04%
1,920
314
$230K 0.04%
1,043
315
$230K 0.04%
22,091
316
$227K 0.04%
840
+25
317
$227K 0.04%
1,247
+482
318
$226K 0.04%
6,032
-200
319
$223K 0.03%
1,832
-300
320
$222K 0.03%
5,945
-1,000
321
$221K 0.03%
5,034
+4
322
$221K 0.03%
3,125
323
$220K 0.03%
1,025
324
$216K 0.03%
8,655
325
$215K 0.03%
7,634
+3,025
11 12
13
14 15