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
301
$311K 0.03%
4,163
302
$308K 0.03%
3,473
-330
303
$304K 0.03%
14,375
304
$299K 0.03%
6,000
305
$298K 0.03%
8,839
+789
306
$298K 0.03%
868
307
$297K 0.03%
8,268
+270
308
$294K 0.03%
3,045
309
$290K 0.03%
9,700
310
$289K 0.03%
5,081
+1
311
$287K 0.03%
2,459
312
$284K 0.03%
5,461
313
$282K 0.03%
4,801
-900
314
$279K 0.03%
800
+1
315
$277K 0.03%
6,790
-500
316
$277K 0.03%
4,775
317
$273K 0.03%
3,382
-214
318
$272K 0.03%
1,755
+65
319
$268K 0.03%
5,125
320
$266K 0.02%
2,250
+1
321
$266K 0.02%
1,103
-6
322
$266K 0.02%
1,117
323
$265K 0.02%
3,090
-70
324
$264K 0.02%
5,999
-94
325
$261K 0.02%
15,701
-574
11 12
13
14 15