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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$79.9K 0.01%
2,300
477
$79.7K 0.01%
2,495
478
$79.6K 0.01%
1,250
479
$79.4K 0.01%
432
+14
480
$78.7K 0.01%
2,567
-102
481
$78K 0.01%
1,343
-139
482
$77.5K 0.01%
1,000
483
$75.7K 0.01%
10,525
+32
484
$75.3K 0.01%
681
485
$75.2K 0.01%
1,400
+1,000
486
$74K 0.01%
1,965
487
$73.5K 0.01%
684
488
$73.3K 0.01%
5,981
489
$71.6K 0.01%
275
+108
490
$71.5K 0.01%
4,700
491
$69.8K 0.01%
1,000
492
$68.5K 0.01%
800
493
$67.8K 0.01%
1,738
494
$66.5K 0.01%
7,620
-1,602
495
$66.1K 0.01%
1,120
496
$65.4K 0.01%
922
497
$63.4K 0.01%
1,078
+700
498
$63.1K 0.01%
722
499
$62.4K 0.01%
3,500
500
$61.2K 0.01%
578
-52
18 19
20
21 22