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
301
$282K 0.03%
4,925
302
$275K 0.03%
5,961
303
$274K 0.03%
6,268
+1
304
$274K 0.03%
5,164
+518
305
$270K 0.03%
8,018
+600
306
$267K 0.03%
1,543
-35
307
$266K 0.03%
3,263
-434
308
$265K 0.03%
3,240
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309
$265K 0.03%
3,595
310
$259K 0.03%
8,350
-5,000
311
$258K 0.03%
2,418
-1,095
312
$258K 0.03%
2,420
313
$254K 0.03%
1,460
-150
314
$250K 0.03%
1,117
315
$249K 0.03%
4,500
316
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5,125
317
$245K 0.03%
1,526
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318
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319
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790
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320
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2,515
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321
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6,444
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322
$237K 0.02%
366
323
$234K 0.02%
1,153
324
$234K 0.02%
5,813
-600
325
$233K 0.02%
5,479
+750
11 12
13
14 15