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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$82.5K 0.01%
3,615
-2,100
452
$81.3K 0.01%
75
453
$81.3K 0.01%
3,599
454
$79.1K 0.01%
960
455
$78.4K 0.01%
1,175
-1,125
456
$76.2K 0.01%
1,446
-4,171
457
$75.4K 0.01%
635
+96
458
$74.6K 0.01%
990
459
$73.7K 0.01%
350
460
$72.1K 0.01%
704
461
$71.5K 0.01%
2,000
462
$71.4K 0.01%
2,311
+1
463
$71K 0.01%
1,652
-3,601
464
$69.5K 0.01%
5,000
465
$68.7K 0.01%
2,023
-2,270
466
$66.8K 0.01%
1,480
+1,000
467
$66.7K 0.01%
2,670
+875
468
$66.1K 0.01%
5,981
469
$65.9K 0.01%
1,607
+457
470
$65.5K 0.01%
3,500
-2,000
471
$65.2K 0.01%
50
472
$64.1K 0.01%
2,425
473
$62.9K 0.01%
960
474
$61.5K 0.01%
1,000
475
$60.5K 0.01%
+2,900
17 18
19
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