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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.89M 0.92%
16,006
+1,430
27
$8.62M 0.89%
28,749
-40
28
$8.36M 0.86%
106,247
+24,936
29
$8.09M 0.83%
39,993
+1,195
30
$8.02M 0.83%
80,000
-338
31
$7.69M 0.79%
120,761
-218
32
$7.25M 0.75%
37,297
+640
33
$6.87M 0.71%
19,965
+223
34
$6.76M 0.7%
33,953
-2,421
35
$6.66M 0.69%
7,839
-112
36
$6.59M 0.68%
30,875
-73
37
$6.48M 0.67%
41,459
+4,478
38
$6.39M 0.66%
46,682
-8,338
39
$6.29M 0.65%
81,442
+4,278
40
$6.18M 0.64%
11,171
-131
41
$5.96M 0.61%
42,186
-6,015
42
$5.94M 0.61%
76,605
-504
43
$5.77M 0.59%
85,145
+5,194
44
$5.72M 0.59%
102,028
+4,655
45
$5.65M 0.58%
111,986
+8,576
46
$5.51M 0.57%
27,936
+569
47
$5.48M 0.56%
52,728
+232
48
$5.38M 0.55%
207,261
-117,423
49
$5.21M 0.54%
34,966
+695
50
$5.21M 0.54%
17,441
+138
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