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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$192K 0.03%
2,682
-3
352
$192K 0.03%
3,160
-4,250
353
$189K 0.03%
4,372
-200
354
$189K 0.03%
5,000
355
$187K 0.03%
1,305
-198
356
$187K 0.03%
5,525
+125
357
$185K 0.03%
775
358
$185K 0.03%
1,425
+250
359
$182K 0.02%
1,964
360
$181K 0.02%
3,055
361
$180K 0.02%
1,852
-55
362
$179K 0.02%
900
+25
363
$177K 0.02%
3,080
364
$175K 0.02%
11,606
-403
365
$175K 0.02%
1,200
+100
366
$174K 0.02%
15,500
367
$173K 0.02%
1,629
+309
368
$172K 0.02%
4,500
369
$172K 0.02%
2,573
+809
370
$171K 0.02%
1,227
371
$170K 0.02%
2,245
+1
372
$167K 0.02%
13,267
-799
373
$167K 0.02%
7,638
-597
374
$165K 0.02%
3,000
375
$164K 0.02%
5,800
+4,300
13 14
15
16 17