AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$891K
2
+$819K
3
+$545K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$509K
5
UL icon
Unilever
UL
+$447K

Top Sells

1
+$1.5M
2
+$1.36M
3
+$987K
4
AMZN icon
Amazon
AMZN
+$857K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$635K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$51.7K 0.01%
2,000
502
$51.4K 0.01%
5,050
503
$51.2K 0.01%
1,000
504
$50.7K 0.01%
1,453
-150
505
$50.4K 0.01%
3,065
+8
506
$49.6K 0.01%
1,740
-630
507
$49.2K 0.01%
340
-1,015
508
$48.9K 0.01%
1,000
509
$48.7K 0.01%
247
510
$48.3K 0.01%
323
511
$48.1K 0.01%
1,750
512
$47.7K 0.01%
4,575
513
$47.6K 0.01%
705
514
$47.6K 0.01%
2,091
515
$47.3K 0.01%
1,317
+1
516
$46.9K 0.01%
144
-10
517
$46.6K 0.01%
438
-150
518
$45.7K 0.01%
586
519
$45.6K 0.01%
1,200
520
$45.5K 0.01%
962
-802
521
$45.5K 0.01%
314
522
$45.3K 0.01%
1,586
523
$45K 0.01%
802
524
$44.4K 0.01%
2,065
525
$43.9K 0.01%
248
19 20
21
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