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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$108K 0.01%
6,000
-4,830
452
$107K 0.01%
1,209
+41
453
$105K 0.01%
23,000
454
$103K 0.01%
503
455
$102K 0.01%
504
456
$102K 0.01%
1,007
457
$101K 0.01%
244
-32
458
$101K 0.01%
2,159
459
$99.9K 0.01%
1,843
460
$99.7K 0.01%
1,084
461
$99.6K 0.01%
444
462
$98.8K 0.01%
280
+30
463
$98.6K 0.01%
+1,500
464
$98.6K 0.01%
686
465
$98.4K 0.01%
1,298
466
$98K 0.01%
355
-223
467
$97.5K 0.01%
562
468
$97.3K 0.01%
50
469
$96.5K 0.01%
1,709
+4
470
$95.9K 0.01%
2,180
+1,080
471
$95.8K 0.01%
3,980
472
$93.5K 0.01%
1,738
473
$93.3K 0.01%
706
474
$93.2K 0.01%
846
475
$92.8K 0.01%
1,738
+19
17 18
19
20 21