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
501
$61.1K 0.01%
1,500
502
$61K 0.01%
4,000
-1,711
503
$60.8K 0.01%
87
504
$60.7K 0.01%
2,503
+204
505
$60.3K 0.01%
1,100
-219
506
$60.2K 0.01%
384
+84
507
$58.5K 0.01%
30,000
+4,000
508
$57.7K 0.01%
1,000
509
$57.7K 0.01%
450
510
$56.4K 0.01%
4,000
-4,000
511
$56.3K 0.01%
361
+211
512
$56.2K 0.01%
2,000
513
$56.2K 0.01%
1,200
-43
514
$55.8K 0.01%
250
+40
515
$55.6K 0.01%
100
516
$55.2K 0.01%
10,510
517
$54K 0.01%
285
518
$53.9K 0.01%
1,950
519
$53.4K 0.01%
248
520
$52.8K 0.01%
64
+3
521
$52.4K 0.01%
641
-700
522
$52.3K 0.01%
334
+9
523
$52K 0.01%
+1,250
524
$51.8K 0.01%
1,665
+95
525
$51.6K 0.01%
590
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