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
426
$113K 0.02%
589
+25
427
$112K 0.02%
10,205
428
$111K 0.02%
389
429
$109K 0.01%
1,225
-200
430
$108K 0.01%
9,818
-1,600
431
$107K 0.01%
750
432
$107K 0.01%
800
-30
433
$107K 0.01%
1,760
434
$107K 0.01%
3,633
+863
435
$106K 0.01%
4,330
436
$105K 0.01%
2,067
+2
437
$104K 0.01%
750
-100
438
$102K 0.01%
2,084
-793
439
$101K 0.01%
950
440
$101K 0.01%
637
-122
441
$99.8K 0.01%
1,094
+469
442
$99.3K 0.01%
1,725
443
$98.8K 0.01%
1,480
444
$96.3K 0.01%
10,000
445
$95.5K 0.01%
5,532
446
$95.1K 0.01%
3,578
+1
447
$93.1K 0.01%
1,827
448
$92.8K 0.01%
8,000
449
$90.7K 0.01%
938
-30
450
$90.5K 0.01%
4,675
+4,625
16 17
18
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