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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$269K 0.04%
680
-106
302
$267K 0.04%
1,375
+96
303
$265K 0.04%
4,835
-20
304
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14,375
305
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4,538
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306
$253K 0.03%
1,832
307
$253K 0.03%
1,394
308
$252K 0.03%
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-4
309
$249K 0.03%
5,308
-6,886
310
$247K 0.03%
5,405
-550
311
$246K 0.03%
2,513
+97
312
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3,175
313
$244K 0.03%
1,425
314
$243K 0.03%
800
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315
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3,279
316
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1,650
317
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16,124
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318
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320
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1,000
321
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4,295
322
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2,786
-100
323
$228K 0.03%
2,437
-24
324
$228K 0.03%
3,150
325
$227K 0.03%
12,400
11 12
13
14 15