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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$130K 0.02%
1,237
402
$128K 0.02%
3,514
403
$128K 0.02%
+5,480
404
$127K 0.02%
4,238
405
$125K 0.02%
2,560
-200
406
$124K 0.02%
3,100
-2,000
407
$124K 0.02%
561
-330
408
$124K 0.02%
368
409
$124K 0.02%
550
+100
410
$121K 0.02%
3,350
411
$120K 0.02%
291
+37
412
$120K 0.02%
485
-25
413
$119K 0.02%
8,211
414
$119K 0.02%
730
415
$118K 0.02%
2,917
+50
416
$118K 0.02%
2,726
-114
417
$116K 0.02%
1,896
+5
418
$116K 0.02%
9,873
-2,832
419
$115K 0.02%
2,350
420
$115K 0.02%
75
421
$115K 0.02%
4,172
+243
422
$114K 0.02%
320
423
$113K 0.02%
3,350
+2,550
424
$113K 0.02%
1,641
425
$113K 0.02%
6,161
15 16
17
18 19