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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$213K 0.02%
1,117
-20
352
$208K 0.02%
3,650
353
$208K 0.02%
2,970
-85
354
$207K 0.02%
2,200
+180
355
$202K 0.02%
14,500
356
$202K 0.02%
1,721
+14
357
$200K 0.02%
968
+63
358
$200K 0.02%
3,250
-900
359
$200K 0.02%
2,200
360
$199K 0.02%
1,447
-45
361
$198K 0.02%
7,836
+6
362
$189K 0.02%
3,188
+82
363
$188K 0.02%
6,025
364
$187K 0.02%
1,870
-73
365
$184K 0.02%
1,161
366
$184K 0.02%
4,729
+245
367
$183K 0.02%
+3,600
368
$182K 0.02%
2,250
369
$182K 0.02%
10,250
370
$181K 0.02%
3,000
-1,000
371
$176K 0.02%
2,215
-75
372
$174K 0.02%
5,172
373
$174K 0.02%
1,425
374
$172K 0.02%
2,294
+500
375
$172K 0.02%
6,769
+23
13 14
15
16 17