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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$60.1K 0.01%
1,480
-35
477
$59.8K 0.01%
197
+194
478
$59.8K 0.01%
5,120
479
$59K 0.01%
316
+60
480
$58.8K 0.01%
1,100
481
$58.5K 0.01%
2,590
482
$58.3K 0.01%
2,300
483
$58.2K 0.01%
816
484
$57.6K 0.01%
1,000
485
$57.6K 0.01%
2,400
486
$56.9K 0.01%
1,476
487
$56.5K 0.01%
1,783
+45
488
$56.4K 0.01%
681
489
$56.1K 0.01%
732
+1
490
$54.7K 0.01%
941
+59
491
$54.7K 0.01%
2,937
+515
492
$54.5K 0.01%
335
-75
493
$54.3K 0.01%
10,510
494
$53.5K 0.01%
2,025
495
$53.4K 0.01%
267
496
$53.4K 0.01%
23,000
497
$53.1K 0.01%
800
498
$52.1K 0.01%
450
499
$51.8K 0.01%
725
500
$51.7K 0.01%
578
18 19
20
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