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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.9M 0.92%
62,540
+1,450
27
$5.79M 0.9%
103,390
-103
28
$5.21M 0.81%
32,536
-1,100
29
$5.19M 0.8%
53,590
+376
30
$5.04M 0.78%
18,259
-39
31
$4.93M 0.76%
43,585
-6,781
32
$4.67M 0.72%
68,683
-3,155
33
$4.66M 0.72%
36,896
+281
34
$4.62M 0.72%
124,531
-1,835
35
$4.58M 0.71%
31,895
+1,050
36
$4.49M 0.7%
13,900
-121
37
$4.42M 0.69%
76,415
+4,200
38
$4.29M 0.67%
113,006
-3,502
39
$4.2M 0.65%
43,922
+2,962
40
$4.2M 0.65%
12,786
+57
41
$4.06M 0.63%
14,749
+621
42
$4.02M 0.62%
7,918
-197
43
$3.97M 0.62%
26,756
-559
44
$3.95M 0.61%
78,707
+6,532
45
$3.89M 0.6%
150,911
-1,117
46
$3.76M 0.58%
46,518
+1,296
47
$3.72M 0.58%
27,330
-1,167
48
$3.68M 0.57%
78,080
+711
49
$3.49M 0.54%
30,933
-948
50
$3.48M 0.54%
21,297
+170
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