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
351
$240K 0.03%
6,002
+4,330
352
$238K 0.03%
5,400
353
$237K 0.03%
2,318
-95
354
$235K 0.03%
6,112
-1
355
$234K 0.03%
1,825
-509
356
$231K 0.03%
3,228
+200
357
$231K 0.03%
2,525
358
$226K 0.03%
5,824
359
$221K 0.03%
3,706
+50
360
$219K 0.03%
2,860
-43
361
$218K 0.03%
6,445
+25
362
$218K 0.03%
3,000
+30
363
$216K 0.03%
1,740
+390
364
$213K 0.03%
4,106
365
$210K 0.03%
5,000
366
$209K 0.03%
2,717
367
$208K 0.03%
2,200
368
$205K 0.03%
995
+10
369
$203K 0.03%
2,075
370
$202K 0.03%
875
+175
371
$201K 0.03%
11,210
+7,550
372
$197K 0.02%
2,278
-50
373
$196K 0.02%
10,472
374
$194K 0.02%
1,637
375
$192K 0.02%
3,500
13 14
15
16 17