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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$218K 0.02%
2,850
-11
352
$213K 0.02%
8,168
+5
353
$212K 0.02%
410
+48
354
$210K 0.02%
929
-33
355
$210K 0.02%
4,092
-450
356
$209K 0.02%
2,720
-258
357
$208K 0.02%
917
-23
358
$207K 0.02%
76,000
359
$206K 0.02%
6,628
+15
360
$204K 0.02%
1,582
-375
361
$204K 0.02%
1,721
362
$204K 0.02%
9,550
-700
363
$203K 0.02%
1,234
364
$198K 0.02%
312
-5
365
$198K 0.02%
2,530
366
$196K 0.02%
1,156
367
$195K 0.02%
2,441
+825
368
$194K 0.02%
419
-16
369
$191K 0.02%
3,828
+18
370
$187K 0.02%
4,901
+758
371
$187K 0.02%
5,714
-583
372
$187K 0.02%
2,015
-500
373
$185K 0.02%
3,527
+130
374
$184K 0.02%
6,616
375
$184K 0.02%
456
+15
13 14
15
16 17