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
376
$184K 0.02%
3,000
377
$182K 0.02%
2,037
378
$182K 0.02%
3,000
379
$181K 0.02%
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380
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2,557
381
$179K 0.02%
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382
$178K 0.02%
1,329
383
$178K 0.02%
4,940
+3
384
$177K 0.02%
900
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385
$176K 0.02%
1,983
386
$175K 0.02%
2,421
-249
387
$175K 0.02%
2,293
-14
388
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1,305
389
$167K 0.02%
4,583
390
$167K 0.02%
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-72
391
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392
$164K 0.02%
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393
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396
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397
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4,000
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398
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1,750
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399
$155K 0.01%
1,337
400
$154K 0.01%
3,000
14 15
16
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