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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$76.2K 0.01%
2,025
502
$75.7K 0.01%
5,120
503
$74.2K 0.01%
1,476
504
$74.2K 0.01%
450
505
$74.2K 0.01%
1,135
-1,680
506
$71.5K 0.01%
960
+43
507
$71.3K 0.01%
410
-6
508
$70.6K 0.01%
1,000
509
$70.3K 0.01%
581
510
$70.1K 0.01%
681
-40
511
$69.8K 0.01%
2,000
512
$67K 0.01%
588
+337
513
$66.6K 0.01%
5,050
514
$65.7K 0.01%
2,300
515
$65.7K 0.01%
1,000
516
$65.3K 0.01%
964
-564
517
$64.9K 0.01%
650
-1,274
518
$64.3K 0.01%
+2,500
519
$63.3K 0.01%
5,000
520
$62.6K 0.01%
800
+500
521
$62K 0.01%
450
+400
522
$61.8K 0.01%
247
523
$61.6K 0.01%
1,200
524
$60.8K 0.01%
485
525
$59.6K 0.01%
+705
19 20
21
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