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
501
$57.4K 0.01%
7,717
+97
502
$57.1K 0.01%
865
+207
503
$55.5K 0.01%
369
+8
504
$55.1K 0.01%
+1,458
505
$54.9K 0.01%
+781
506
$53.5K 0.01%
100
507
$52.3K 0.01%
641
508
$52.1K 0.01%
1,465
+25
509
$51.9K 0.01%
462
510
$51.9K 0.01%
1,100
511
$51.8K 0.01%
796
+124
512
$51.7K 0.01%
484
-200
513
$51.5K 0.01%
236
514
$51.1K 0.01%
109
-2,032
515
$50.7K 0.01%
334
516
$50.7K 0.01%
3,918
+9
517
$50.6K 0.01%
390
-175
518
$49.8K 0.01%
4,000
519
$49.1K 0.01%
285
520
$49K 0.01%
925
521
$48.8K 0.01%
248
522
$48.6K 0.01%
+1,562
523
$48.6K 0.01%
200
524
$48.5K 0.01%
371
525
$47.9K ﹤0.01%
1,100
+600
19 20
21
22 23