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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$135K 0.01%
2,784
-333
402
$131K 0.01%
740
+1
403
$130K 0.01%
2,056
-249
404
$130K 0.01%
943
+2
405
$128K 0.01%
6,161
406
$128K 0.01%
1,400
407
$127K 0.01%
3,200
408
$127K 0.01%
4,040
-5,000
409
$126K 0.01%
1,400
-45
410
$123K 0.01%
880
+860
411
$123K 0.01%
1,288
-76
412
$122K 0.01%
3,200
-15
413
$121K 0.01%
1,383
+200
414
$120K 0.01%
823
+504
415
$120K 0.01%
953
-2,878
416
$119K 0.01%
9,869
-2,879
417
$119K 0.01%
1,908
418
$114K 0.01%
1,494
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419
$114K 0.01%
3,375
420
$114K 0.01%
619
+25
421
$113K 0.01%
893
+49
422
$109K 0.01%
2,197
+29
423
$106K 0.01%
23,000
424
$105K 0.01%
1,500
-750
425
$105K 0.01%
10,000
15 16
17
18 19