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
376
$145K 0.02%
1,794
377
$144K 0.02%
3,020
-373
378
$144K 0.02%
12,526
+264
379
$144K 0.02%
1,800
380
$144K 0.02%
1,794
-1,616
381
$143K 0.02%
1,663
-100
382
$142K 0.02%
1,104
383
$142K 0.02%
341
+140
384
$141K 0.02%
4,014
385
$139K 0.02%
12,000
386
$139K 0.02%
2,350
+5
387
$138K 0.02%
927
+3
388
$138K 0.02%
885
389
$137K 0.02%
6,943
+17
390
$134K 0.02%
851
391
$134K 0.02%
2,080
+280
392
$133K 0.02%
6,644
+1,625
393
$133K 0.02%
2,016
394
$132K 0.02%
1,237
-200
395
$131K 0.02%
1,100
396
$131K 0.02%
1,227
397
$130K 0.02%
3,055
+325
398
$130K 0.02%
3,000
-500
399
$129K 0.02%
10,780
400
$128K 0.02%
1,337
14 15
16
17 18