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
$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
426
$126K 0.01%
206
427
$125K 0.01%
539
-76
428
$125K 0.01%
3,375
429
$124K 0.01%
944
-65
430
$122K 0.01%
660
431
$122K 0.01%
691
432
$120K 0.01%
1,020
+150
433
$120K 0.01%
1,767
-144
434
$119K 0.01%
265
435
$118K 0.01%
3,602
-1,025
436
$117K 0.01%
318
-5
437
$117K 0.01%
1,494
438
$117K 0.01%
253
439
$117K 0.01%
10,000
440
$116K 0.01%
653
441
$116K 0.01%
1,140
-26
442
$114K 0.01%
6,500
443
$114K 0.01%
294
444
$113K 0.01%
459
-6
445
$113K 0.01%
823
446
$113K 0.01%
2,552
447
$112K 0.01%
2,263
+38
448
$111K 0.01%
2,289
+36
449
$110K 0.01%
1,189
450
$110K 0.01%
517
16 17
18
19 20