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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$257K 0.03%
3,198
-907
327
$257K 0.03%
7,418
+19
328
$257K 0.03%
6,413
329
$252K 0.03%
2,248
-44
330
$247K 0.03%
6,400
-500
331
$247K 0.03%
14,375
332
$239K 0.03%
2,275
-50
333
$238K 0.02%
6,419
+26
334
$237K 0.02%
4,481
-69
335
$235K 0.02%
3,000
336
$235K 0.02%
798
-35
337
$235K 0.02%
2,420
-150
338
$232K 0.02%
851
339
$232K 0.02%
936
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340
$230K 0.02%
2,526
-7
341
$230K 0.02%
5,125
342
$228K 0.02%
900
343
$228K 0.02%
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344
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345
$227K 0.02%
16,245
346
$227K 0.02%
1,316
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347
$220K 0.02%
1,745
-50
348
$220K 0.02%
4,000
349
$218K 0.02%
1,768
+2
350
$216K 0.02%
411
12 13
14
15 16