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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.67M 0.91%
107,562
+3,151
27
$6.52M 0.89%
159,782
-1,968
28
$6.22M 0.85%
62,089
-904
29
$5.87M 0.8%
25,695
-277
30
$5.76M 0.78%
38,711
+1,560
31
$5.63M 0.77%
14,615
+136
32
$5.62M 0.77%
19,053
+1,244
33
$5.39M 0.73%
53,185
+1,074
34
$5.31M 0.72%
139,294
+323
35
$5.25M 0.71%
32,164
+971
36
$5.19M 0.71%
31,787
-400
37
$5.04M 0.69%
13,410
+280
38
$4.97M 0.68%
48,120
+401
39
$4.81M 0.66%
8,349
-16
40
$4.73M 0.64%
68,004
-1,983
41
$4.73M 0.64%
87,579
+2,369
42
$4.62M 0.63%
13,445
+46
43
$4.61M 0.63%
78,785
-430
44
$4.52M 0.61%
56,006
+5,558
45
$4.47M 0.61%
57,437
-237
46
$4.43M 0.6%
116,982
+1,209
47
$4.33M 0.59%
111,303
+3,017
48
$4.2M 0.57%
128,673
-8,676
49
$4.16M 0.57%
82,695
+2,005
50
$4.11M 0.56%
22,565
+85
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