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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$74.2K 0.01%
2,300
477
$73.4K 0.01%
5,981
478
$72.7K 0.01%
525
+50
479
$72.6K 0.01%
681
480
$71.7K 0.01%
87
481
$71K 0.01%
1,966
+1
482
$70.1K 0.01%
1,843
-1,071
483
$69.3K 0.01%
2,968
-210
484
$68.8K 0.01%
3,950
-4,000
485
$68.6K 0.01%
1,000
486
$67.2K 0.01%
800
487
$67.1K 0.01%
1,120
488
$65.5K 0.01%
3,500
489
$65.1K 0.01%
3,262
+700
490
$64.7K 0.01%
469
+325
491
$64.5K 0.01%
675
+235
492
$64.5K 0.01%
660
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493
$64.4K 0.01%
922
494
$61.6K 0.01%
830
+670
495
$61.3K 0.01%
630
496
$60.7K 0.01%
450
497
$60.5K 0.01%
+2,857
498
$60.3K 0.01%
1,500
499
$58.9K 0.01%
4,000
500
$57.9K 0.01%
722
18 19
20
21 22