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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.47M 0.82%
54,646
+1,347
27
$6.39M 0.81%
103,076
+7,714
28
$6.33M 0.8%
77,198
+2,370
29
$6.18M 0.78%
26,720
+2,039
30
$6.03M 0.76%
130,832
-3,082
31
$5.99M 0.76%
117,657
+6,964
32
$5.77M 0.73%
273,632
+18,192
33
$5.62M 0.71%
266,369
+15,956
34
$5.56M 0.7%
36,404
+2,436
35
$5.44M 0.69%
18,180
-572
36
$5.39M 0.68%
12,992
-800
37
$5.35M 0.67%
33,735
+300
38
$5.33M 0.67%
38,340
+2,520
39
$5.27M 0.66%
7,918
+20
40
$5.18M 0.65%
71,436
+8,252
41
$5.12M 0.65%
31,449
+3,197
42
$5.08M 0.64%
8,600
+87
43
$4.99M 0.63%
238,538
+34,210
44
$4.93M 0.62%
44,405
+2,977
45
$4.89M 0.62%
32,017
+874
46
$4.4M 0.56%
51,800
-369
47
$4.38M 0.55%
15,370
+30
48
$4.32M 0.55%
216,393
+31,501
49
$4.31M 0.54%
70,643
-2,996
50
$4.25M 0.54%
51,410
+924
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