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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$85.3K 0.01%
61
-10
452
$84.5K 0.01%
1,336
+2
453
$83.7K 0.01%
855
454
$83.6K 0.01%
4,700
455
$83.6K 0.01%
1,764
-999
456
$83.4K 0.01%
1,558
-120
457
$83K 0.01%
414
458
$82.6K 0.01%
1,000
459
$81.3K 0.01%
1,298
-75
460
$81.3K 0.01%
504
+120
461
$81K 0.01%
444
+12
462
$81K 0.01%
258
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463
$80.2K 0.01%
1,250
464
$79.6K 0.01%
250
-150
465
$78.9K 0.01%
10,558
+33
466
$78.6K 0.01%
970
-167
467
$78.4K 0.01%
1,478
468
$78.2K 0.01%
1,701
+501
469
$77.8K 0.01%
550
470
$77.6K 0.01%
2,495
471
$77.2K 0.01%
2,100
472
$76.4K 0.01%
198
+130
473
$75.9K 0.01%
1,400
474
$75K 0.01%
1,738
475
$75K 0.01%
+924
17 18
19
20 21