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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$154K 0.01%
7,662
+4,400
402
$154K 0.01%
1,865
-50
403
$153K 0.01%
3,200
404
$151K 0.01%
1,632
405
$150K 0.01%
289
406
$150K 0.01%
3,100
407
$149K 0.01%
75
-1
408
$148K 0.01%
1,620
409
$148K 0.01%
5,362
410
$147K 0.01%
1,450
-50
411
$146K 0.01%
880
412
$145K 0.01%
6,144
413
$144K 0.01%
270
414
$143K 0.01%
4,841
+1,721
415
$142K 0.01%
1,756
416
$141K 0.01%
4,700
417
$141K 0.01%
751
-15
418
$137K 0.01%
1,834
-300
419
$137K 0.01%
3,400
420
$135K 0.01%
6,161
421
$134K 0.01%
1,400
422
$133K 0.01%
4,030
+110
423
$133K 0.01%
1,003
424
$129K 0.01%
1,702
-268
425
$127K 0.01%
1,397
15 16
17
18 19