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
351
$185K 0.03%
3,885
352
$184K 0.03%
14,375
353
$183K 0.03%
2,325
354
$179K 0.03%
1,907
-18
355
$178K 0.03%
4,845
-250
356
$178K 0.03%
2,963
-198
357
$176K 0.03%
2,178
358
$175K 0.03%
1,503
-1,262
359
$172K 0.03%
3,863
+485
360
$170K 0.03%
5,000
361
$170K 0.03%
1,910
362
$167K 0.03%
12,400
363
$167K 0.03%
2,615
-65
364
$166K 0.03%
739
365
$161K 0.03%
1,740
366
$161K 0.03%
11,500
367
$159K 0.02%
8,142
+6
368
$158K 0.02%
875
369
$158K 0.02%
775
370
$158K 0.02%
14,066
-107,459
371
$155K 0.02%
367
-110
372
$153K 0.02%
2,639
373
$151K 0.02%
13,692
+28
374
$149K 0.02%
462
375
$146K 0.02%
10,472
13 14
15
16 17