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
426
$122K 0.01%
10,000
427
$121K 0.01%
1,364
-55
428
$117K 0.01%
3,375
429
$117K 0.01%
15,000
+6,000
430
$116K 0.01%
594
-94
431
$111K 0.01%
23,000
432
$109K 0.01%
503
+3
433
$108K 0.01%
519
+299
434
$108K 0.01%
16,000
+1,000
435
$107K 0.01%
2,168
+19
436
$106K 0.01%
2,450
437
$104K 0.01%
4,330
438
$99.8K 0.01%
1,700
-900
439
$99.7K 0.01%
1,306
440
$99.2K 0.01%
756
+50
441
$99.1K 0.01%
475
442
$98.1K 0.01%
1,009
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443
$97.7K 0.01%
2,100
444
$97.2K 0.01%
653
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445
$95.6K 0.01%
1,137
446
$95.5K 0.01%
318
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447
$94.7K 0.01%
1,500
448
$94.5K 0.01%
71
+6
449
$93.5K 0.01%
846
450
$93.3K 0.01%
1,334
+22
16 17
18
19 20