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
376
$163K 0.02%
1,237
377
$163K 0.02%
10,250
378
$161K 0.02%
2,270
+190
379
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700
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380
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350
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381
$156K 0.02%
1,794
382
$156K 0.02%
931
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-25
384
$153K 0.02%
431
-31
385
$151K 0.02%
1,104
386
$151K 0.02%
9,268
-804
387
$151K 0.02%
1,100
-20
388
$147K 0.02%
7,572
389
$146K 0.02%
6,982
+20
390
$146K 0.02%
851
391
$142K 0.02%
1,337
392
$141K 0.02%
4,303
-432
393
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394
$138K 0.02%
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395
$136K 0.02%
4,627
396
$136K 0.02%
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397
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1,862
-122
398
$133K 0.02%
1,062
399
$130K 0.02%
326
+19
400
$130K 0.02%
3,446
-500
14 15
16
17 18