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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$92.5K 0.01%
1,000
477
$92.3K 0.01%
1,000
+919
478
$92K 0.01%
855
479
$90.4K 0.01%
1,545
480
$90.2K 0.01%
1,192
-241
481
$90K 0.01%
1,845
+144
482
$89K 0.01%
707
483
$88.3K 0.01%
830
-16
484
$88.2K 0.01%
140
+15
485
$87.8K 0.01%
378
486
$87.8K 0.01%
2,880
-260
487
$87K 0.01%
204
488
$86.5K 0.01%
1,435
-30
489
$86K 0.01%
+2,475
490
$85.9K 0.01%
3,430
491
$85K 0.01%
376
-13
492
$85K 0.01%
1,400
493
$84.9K 0.01%
350
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494
$84.8K 0.01%
9,089
+691
495
$84.2K 0.01%
996
496
$83.8K 0.01%
10,658
+57
497
$83.3K 0.01%
1,797
498
$82.9K 0.01%
856
+9
499
$82.5K 0.01%
2,567
500
$82.1K 0.01%
322
18 19
20
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