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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$89.5K 0.01%
2,542
452
$88.2K 0.01%
681
453
$87.8K 0.01%
1,175
454
$87.6K 0.01%
1,500
455
$87.5K 0.01%
878
-51
456
$87.3K 0.01%
13,516
+60
457
$86.8K 0.01%
+2,000
458
$86.6K 0.01%
990
459
$86.3K 0.01%
710
-50
460
$84.9K 0.01%
23,000
461
$84.1K 0.01%
3,430
462
$82.9K 0.01%
970
+237
463
$82K 0.01%
1,500
464
$82K 0.01%
3,334
465
$81.8K 0.01%
1,686
+210
466
$79.9K 0.01%
5,050
467
$78.5K 0.01%
+2,620
468
$78K 0.01%
1,250
+250
469
$77.3K 0.01%
1,969
-350
470
$75.9K 0.01%
3,931
+1,948
471
$75.2K 0.01%
498
+11
472
$75.1K 0.01%
+4,055
473
$74.8K 0.01%
2,025
474
$74.4K 0.01%
1,961
+375
475
$74.3K 0.01%
1,345
-35
17 18
19
20 21