AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$167K 0.02%
6,532
+700
402
$166K 0.02%
1,175
403
$166K 0.02%
1,025
404
$164K 0.02%
750
-370
405
$161K 0.02%
4,714
406
$160K 0.02%
1,337
407
$159K 0.02%
775
408
$158K 0.02%
785
409
$157K 0.02%
6,912
+9
410
$156K 0.02%
851
+76
411
$154K 0.02%
720
+84
412
$153K 0.02%
2,800
+2,650
413
$153K 0.02%
1,102
-22
414
$150K 0.02%
990
415
$150K 0.02%
1,249
+806
416
$149K 0.02%
12,000
417
$149K 0.02%
3,019
418
$148K 0.02%
3,874
-753
419
$148K 0.02%
2,774
+637
420
$146K 0.02%
1,882
421
$143K 0.02%
+475
422
$142K 0.02%
585
-100
423
$142K 0.02%
4,238
+2,388
424
$141K 0.02%
+575
425
$141K 0.02%
5,765
+5,290
15 16
17
18 19