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
$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
426
$105K 0.01%
1,189
-1,712
427
$105K 0.01%
318
428
$104K 0.01%
4,330
429
$102K 0.01%
1,390
+780
430
$99.2K 0.01%
500
431
$98.7K 0.01%
503
432
$97.6K 0.01%
1,433
+144
433
$97K 0.01%
1,780
+437
434
$96.1K 0.01%
756
435
$93.5K 0.01%
846
436
$93.2K 0.01%
1,007
437
$91.5K 0.01%
234
+1
438
$91.4K 0.01%
942
+7
439
$90.9K 0.01%
50
440
$90.4K 0.01%
653
441
$90.4K 0.01%
1,500
442
$90.2K 0.01%
1,708
+51
443
$89.9K 0.01%
1,009
444
$88.1K 0.01%
230
+130
445
$88.1K 0.01%
1,465
446
$87.8K 0.01%
6,000
-1,425
447
$87.3K 0.01%
1,385
-665
448
$86.5K 0.01%
800
-250
449
$85.7K 0.01%
2,567
450
$85.3K 0.01%
3,430
16 17
18
19 20