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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$149K 0.02%
3,480
+100
402
$149K 0.02%
3,117
-1,399
403
$146K 0.02%
696
404
$146K 0.02%
2,305
-550
405
$146K 0.02%
941
+3
406
$145K 0.02%
2,350
407
$143K 0.02%
1,126
+20
408
$143K 0.02%
3,200
409
$140K 0.01%
5,362
410
$140K 0.01%
4,627
411
$139K 0.01%
2,763
-100
412
$138K 0.01%
1,050
413
$138K 0.01%
389
414
$135K 0.01%
7,425
+100
415
$135K 0.01%
7,950
416
$133K 0.01%
2,050
+100
417
$131K 0.01%
637
+35
418
$128K 0.01%
6,161
419
$128K 0.01%
3,178
-351
420
$126K 0.01%
1,400
421
$126K 0.01%
844
-800
422
$124K 0.01%
3,215
-85
423
$124K 0.01%
469
-9
424
$122K 0.01%
2,914
-50
425
$122K 0.01%
1,908
+2
15 16
17
18 19