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
501
$80.9K 0.01%
324
502
$79.6K 0.01%
1,524
-40
503
$79.1K 0.01%
2,495
504
$79.1K 0.01%
664
-11
505
$78.8K 0.01%
1,203
-76
506
$78.1K 0.01%
450
-31
507
$77.6K 0.01%
1,478
508
$77.5K 0.01%
602
-45
509
$77.4K 0.01%
2,554
-1,486
510
$76.9K 0.01%
696
+3
511
$75K 0.01%
525
512
$74.6K 0.01%
61
513
$74.2K 0.01%
672
-32
514
$73.6K 0.01%
319
515
$72.9K 0.01%
1,143
-195
516
$72.5K 0.01%
2,350
517
$72.5K 0.01%
654
518
$72.4K 0.01%
1,250
519
$71.8K 0.01%
1,120
520
$71.7K 0.01%
285
521
$70.3K 0.01%
800
522
$69.5K 0.01%
2,857
523
$69.4K 0.01%
+1,440
524
$68.9K 0.01%
5,981
525
$67.5K 0.01%
274
19 20
21
22 23