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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$140K 0.02%
210
+14
427
$140K 0.02%
10,000
428
$139K 0.02%
843
429
$135K 0.02%
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430
$134K 0.02%
2,345
431
$133K 0.02%
4,609
+325
432
$132K 0.02%
2,036
-146
433
$130K 0.02%
356
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434
$130K 0.02%
1,800
435
$130K 0.02%
406
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436
$129K 0.02%
6,161
437
$128K 0.02%
1,595
-913
438
$127K 0.02%
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439
$126K 0.02%
1,150
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440
$126K 0.02%
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441
$126K 0.02%
1,400
-1,300
442
$125K 0.02%
1,227
443
$123K 0.02%
500
444
$123K 0.02%
5,532
445
$122K 0.02%
2,867
446
$121K 0.02%
277
-116
447
$121K 0.02%
919
448
$118K 0.01%
1,100
+950
449
$118K 0.01%
1,100
450
$117K 0.01%
853
16 17
18
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