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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$92.8K 0.01%
500
452
$92.7K 0.01%
233
-77
453
$91.9K 0.01%
400
+350
454
$91.6K 0.01%
935
-321
455
$91K 0.01%
2,542
456
$90.8K 0.01%
414
-50
457
$89.7K 0.01%
50
458
$89.6K 0.01%
1,657
+155
459
$89.5K 0.01%
1,183
+18
460
$89.5K 0.01%
1,500
+500
461
$89.4K 0.01%
1,465
462
$88.4K 0.01%
1,035
-75
463
$88.4K 0.01%
1,373
+100
464
$87.5K 0.01%
+1,000
465
$87.5K 0.01%
550
466
$86.6K 0.01%
1,678
467
$85.9K 0.01%
276
-1,944
468
$85.1K 0.01%
3,430
469
$85K 0.01%
1,007
+7
470
$84.6K 0.01%
1,289
-159
471
$84.5K 0.01%
855
472
$82.9K 0.01%
5,050
473
$82.2K 0.01%
565
-100
474
$80.4K 0.01%
1,478
-108
475
$80.2K 0.01%
275
17 18
19
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