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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.34M 0.87%
28,789
+266
27
$8.18M 0.86%
55,020
+316
28
$7.77M 0.81%
38,798
+3,923
29
$7.77M 0.81%
80,338
+92
30
$7.57M 0.79%
19,742
-310
31
$7.4M 0.78%
120,979
-9,468
32
$7.36M 0.77%
14,576
+151
33
$7.09M 0.74%
81,311
-1,378
34
$7.02M 0.74%
36,657
+630
35
$6.6M 0.69%
30,948
-199
36
$6.57M 0.69%
11,302
+553
37
$6.16M 0.65%
36,374
-557
38
$6.05M 0.63%
48,201
+7,604
39
$6.01M 0.63%
17,303
+309
40
$5.97M 0.63%
52,496
+1,924
41
$5.97M 0.63%
77,164
-2,437
42
$5.83M 0.61%
36,981
-168
43
$5.82M 0.61%
7,951
+24
44
$5.71M 0.6%
97,373
+1,263
45
$5.55M 0.58%
61,390
-8,680
46
$5.53M 0.58%
77,109
+1,497
47
$5.48M 0.57%
34,271
+966
48
$5.47M 0.57%
123,736
-8,602
49
$5.36M 0.56%
123,576
-197
50
$5.22M 0.55%
103,410
+7,601
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