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
451
$116K 0.01%
922
+2
452
$116K 0.01%
255
-12
453
$116K 0.01%
13,772
-446
454
$115K 0.01%
2,250
455
$112K 0.01%
5,500
456
$112K 0.01%
4,909
+218
457
$112K 0.01%
518
458
$111K 0.01%
4,994
+2,000
459
$109K 0.01%
911
460
$109K 0.01%
2,310
+1
461
$108K 0.01%
4,350
-700
462
$107K 0.01%
4,330
463
$105K 0.01%
1,237
464
$105K 0.01%
370
-22
465
$103K 0.01%
75
-130
466
$103K 0.01%
350
467
$102K 0.01%
2,550
+1,550
468
$99.2K 0.01%
3,734
+1
469
$98.6K 0.01%
2,740
-2,346
470
$98K 0.01%
1,518
+27
471
$97.8K 0.01%
2,000
472
$97.4K 0.01%
1,718
-398
473
$95.3K 0.01%
1,957
474
$94.4K 0.01%
5,000
-200
475
$93.5K 0.01%
588
+3
17 18
19
20 21