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
326
$232K 0.02%
3,249
327
$231K 0.02%
4,306
-175
328
$231K 0.02%
2,312
+1,312
329
$229K 0.02%
3,100
-150
330
$224K 0.02%
3,454
331
$223K 0.02%
1,690
-55
332
$221K 0.02%
799
+1
333
$221K 0.02%
2,248
334
$220K 0.02%
2,736
+507
335
$217K 0.02%
10,250
336
$216K 0.02%
2,970
337
$216K 0.02%
5,434
-1,798
338
$215K 0.02%
+4,425
339
$215K 0.02%
392
-19
340
$214K 0.02%
805
-85
341
$214K 0.02%
1,770
+2
342
$214K 0.02%
4,182
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343
$213K 0.02%
78,000
-25,000
344
$212K 0.02%
1,021
+53
345
$212K 0.02%
851
346
$206K 0.02%
381
-50
347
$204K 0.02%
4,000
348
$204K 0.02%
2,613
+87
349
$203K 0.02%
868
-68
350
$202K 0.02%
1,975
-24,000
12 13
14
15 16