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
326
$213K 0.03%
3,001
-10
327
$212K 0.03%
1,590
328
$212K 0.03%
5,955
-130
329
$211K 0.03%
18,618
-4,600
330
$210K 0.03%
3,150
331
$209K 0.03%
15,426
+1,809
332
$207K 0.03%
2,876
-31
333
$206K 0.03%
737
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334
$206K 0.03%
2,803
-38
335
$205K 0.03%
3,279
-38
336
$205K 0.03%
2,060
337
$204K 0.03%
15,500
+15,000
338
$203K 0.03%
2,461
+143
339
$202K 0.03%
6,112
340
$199K 0.03%
1,000
341
$198K 0.03%
3,280
-200
342
$197K 0.03%
3,112
+1,709
343
$197K 0.03%
50,200
344
$196K 0.03%
4,572
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345
$196K 0.03%
1,827
346
$194K 0.03%
2,875
-350
347
$194K 0.03%
5,400
348
$189K 0.03%
5,100
349
$189K 0.03%
2,200
350
$185K 0.03%
1,120
12 13
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