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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$202K 0.02%
1,721
352
$201K 0.02%
8,151
+315
353
$199K 0.02%
3,000
354
$197K 0.02%
2,200
355
$191K 0.02%
14,500
356
$190K 0.02%
900
357
$190K 0.02%
441
358
$189K 0.02%
7,100
+900
359
$188K 0.02%
1,234
+73
360
$184K 0.02%
5,211
+39
361
$183K 0.02%
3,904
+118
362
$181K 0.02%
1,337
+94
363
$180K 0.02%
6,789
+20
364
$179K 0.02%
+1,061
365
$176K 0.02%
1,395
-52
366
$175K 0.02%
4,583
-1,500
367
$175K 0.02%
3,500
+2,500
368
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3,000
369
$169K 0.02%
1,720
-150
370
$168K 0.02%
744
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371
$167K 0.02%
6,636
+32
372
$164K 0.02%
3,293
+105
373
$164K 0.02%
1,237
374
$164K 0.02%
5,914
+85
375
$163K 0.02%
8,144
+175
13 14
15
16 17