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
326
$261K 0.02%
370
327
$261K 0.02%
770
-35
328
$261K 0.02%
4,206
-100
329
$255K 0.02%
763
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330
$253K 0.02%
3,600
-364
331
$251K 0.02%
1,543
-26
332
$250K 0.02%
2,312
333
$247K 0.02%
3,241
+1,826
334
$247K 0.02%
4,000
335
$245K 0.02%
3,100
336
$245K 0.02%
142
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337
$243K 0.02%
3,148
338
$242K 0.02%
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339
$240K 0.02%
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340
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-8
341
$238K 0.02%
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342
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343
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400
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345
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346
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347
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348
$220K 0.02%
13,500
349
$219K 0.02%
851
350
$218K 0.02%
7,100
12 13
14
15 16