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
326
$286K 0.04%
2,595
327
$286K 0.04%
4,995
+25
328
$286K 0.04%
2,925
-50
329
$284K 0.04%
800
330
$284K 0.04%
820
331
$283K 0.04%
6,160
-400
332
$282K 0.04%
2,132
-720
333
$281K 0.04%
5,732
334
$277K 0.04%
27,351
+1,578
335
$276K 0.03%
1,015
-162
336
$276K 0.03%
1,510
337
$275K 0.03%
1,523
+28
338
$268K 0.03%
2,265
339
$266K 0.03%
8,380
+2,000
340
$263K 0.03%
5,420
341
$262K 0.03%
4,510
342
$260K 0.03%
1,668
+18
343
$259K 0.03%
3,175
+575
344
$258K 0.03%
5,175
345
$254K 0.03%
1,120
346
$252K 0.03%
3,317
347
$252K 0.03%
3,480
348
$251K 0.03%
1,292
-870
349
$250K 0.03%
3,150
350
$240K 0.03%
477
-4
12 13
14
15 16