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
376
$172K 0.02%
550
377
$172K 0.02%
3,786
-401
378
$172K 0.02%
1,237
379
$171K 0.02%
3,775
380
$171K 0.02%
2,229
-203
381
$170K 0.02%
304
+19
382
$168K 0.02%
7,969
+162
383
$167K 0.02%
3,317
+400
384
$167K 0.02%
441
-29
385
$165K 0.02%
1,195
-675
386
$164K 0.02%
1,305
387
$163K 0.02%
5,829
+504
388
$162K 0.02%
739
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389
$161K 0.02%
1,350
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390
$161K 0.02%
1,243
+6
391
$160K 0.02%
296
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392
$160K 0.02%
287
393
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1,445
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394
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1,196
-31
395
$156K 0.02%
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396
$155K 0.02%
1,832
-75
397
$155K 0.02%
6,200
+5,000
398
$153K 0.02%
6,604
399
$151K 0.02%
3,100
400
$150K 0.02%
11,267
-1,441
14 15
16
17 18