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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$73.7K 0.01%
1,680
+1,280
477
$72K 0.01%
144
478
$70.8K 0.01%
5,981
479
$70.7K 0.01%
731
+283
480
$70.5K 0.01%
2,313
+1
481
$70.4K 0.01%
197
482
$69.9K 0.01%
1,106
483
$69K 0.01%
1,471
-145
484
$69K 0.01%
987
+728
485
$68.9K 0.01%
681
486
$68.9K 0.01%
50
487
$68K 0.01%
665
-210
488
$66K 0.01%
1,626
-200
489
$65.2K 0.01%
784
490
$65K 0.01%
855
+670
491
$64.7K 0.01%
1,318
+1
492
$64.3K 0.01%
1,015
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493
$63.9K 0.01%
2,300
494
$62.7K 0.01%
1,738
-45
495
$62.6K 0.01%
2,807
+550
496
$62.3K 0.01%
3,500
497
$61.7K 0.01%
267
498
$61.6K 0.01%
461
+100
499
$61.5K 0.01%
1,000
500
$61.1K 0.01%
10,510
18 19
20
21 22