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
376
$163K 0.02%
289
-15
377
$162K 0.02%
4,627
378
$162K 0.02%
419
+30
379
$161K 0.02%
5,128
-1,272
380
$161K 0.02%
2,650
-1,000
381
$158K 0.02%
1,305
382
$157K 0.02%
2,244
-50
383
$157K 0.02%
1,871
+4
384
$155K 0.02%
2,060
-140
385
$154K 0.02%
2,065
-150
386
$153K 0.02%
3,795
+20
387
$151K 0.02%
10,830
-5,415
388
$150K 0.02%
3,100
389
$148K 0.02%
5,362
390
$145K 0.01%
287
391
$143K 0.01%
294
-2
392
$141K 0.01%
11,267
393
$141K 0.01%
696
394
$140K 0.01%
3,381
-99
395
$140K 0.01%
657
+20
396
$140K 0.01%
1,750
-1,448
397
$139K 0.01%
1,809
+774
398
$138K 0.01%
5,025
-1,000
399
$137K 0.01%
1,186
+60
400
$137K 0.01%
1,632
-200
14 15
16
17 18