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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.85M 0.83%
42,045
+6,036
27
$8.75M 0.82%
81,251
-1
28
$8.66M 0.81%
18,266
+18,038
29
$8.54M 0.8%
106,884
-634
30
$7.99M 0.75%
28,390
-84
31
$7.85M 0.73%
39,039
+538
32
$7.78M 0.73%
20,004
+456
33
$7.58M 0.71%
121,720
+2,573
34
$7.5M 0.7%
8,182
+186
35
$7.37M 0.69%
16,574
+313
36
$7.37M 0.69%
81,544
-6,644
37
$7.11M 0.66%
34,617
-846
38
$7.03M 0.66%
70,639
-4,431
39
$6.56M 0.61%
39,353
-2,860
40
$6.4M 0.6%
126,975
+11,022
41
$6.28M 0.59%
76,321
-631
42
$6.22M 0.58%
106,522
+2,091
43
$6.08M 0.57%
53,774
-463
44
$6.03M 0.56%
29,906
-170
45
$5.96M 0.56%
11,465
+99
46
$5.91M 0.55%
40,794
-5,556
47
$5.85M 0.55%
6,568
-537
48
$5.76M 0.54%
16,933
-67
49
$5.6M 0.52%
201,941
-8,728
50
$5.56M 0.52%
10,318
+147
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