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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$93.1K 0.01%
1,106
477
$92.2K 0.01%
1,700
478
$91.8K 0.01%
840
-10
479
$91.1K 0.01%
2,609
-649
480
$90.8K 0.01%
2,420
-50
481
$90.6K 0.01%
600
482
$90.3K 0.01%
3,598
483
$89.1K 0.01%
1,500
484
$89K 0.01%
2,100
485
$89K 0.01%
2,354
-119
486
$86.9K 0.01%
990
+25
487
$86.3K 0.01%
1,196
-199
488
$84.9K 0.01%
10,510
489
$84.2K 0.01%
154
490
$82.5K 0.01%
5,981
491
$81.7K 0.01%
3,000
+1,000
492
$81.5K 0.01%
725
493
$81.5K 0.01%
816
-17
494
$80.2K 0.01%
1,738
-467
495
$79.7K 0.01%
2,900
496
$78.4K 0.01%
2,196
-323
497
$77.7K 0.01%
2,400
498
$77.4K 0.01%
1,864
499
$77.3K 0.01%
510
500
$76.9K 0.01%
1,702
18 19
20
21 22