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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$128K 0.02%
3,835
402
$128K 0.02%
2,535
+144
403
$127K 0.02%
4,705
-3,065
404
$127K 0.02%
375
405
$126K 0.02%
730
-4
406
$121K 0.02%
3,181
-900
407
$121K 0.02%
4,238
408
$121K 0.02%
10,000
409
$121K 0.02%
836
-2,000
410
$119K 0.02%
4,788
411
$118K 0.02%
7,075
412
$118K 0.02%
6,925
413
$115K 0.02%
2,391
414
$115K 0.02%
1,720
+2
415
$115K 0.02%
7,572
+700
416
$113K 0.02%
679
+12
417
$112K 0.02%
1,725
418
$110K 0.02%
1,175
419
$110K 0.02%
2,495
420
$108K 0.02%
1,237
421
$107K 0.02%
1,055
+30
422
$106K 0.02%
395
-11
423
$105K 0.02%
1,891
-147
424
$105K 0.02%
4,500
+500
425
$104K 0.02%
4,330
15 16
17
18 19