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
526
$59.6K 0.01%
323
527
$59K 0.01%
248
528
$58.7K 0.01%
501
529
$58.1K 0.01%
3,050
-147
530
$57.7K 0.01%
2,065
531
$57.5K 0.01%
935
532
$57.4K 0.01%
4,575
+675
533
$56.8K 0.01%
50
534
$56.5K 0.01%
5,192
-2,117
535
$55.8K 0.01%
805
+178
536
$55.4K 0.01%
1,341
537
$55.1K 0.01%
1,750
538
$55.1K 0.01%
1,602
539
$54.9K 0.01%
256
540
$54.6K 0.01%
4,200
+2,700
541
$53.3K 0.01%
1,405
+45
542
$52.7K 0.01%
800
543
$52.3K 0.01%
960
544
$52.2K 0.01%
586
545
$51.5K 0.01%
1,000
546
$51.4K 0.01%
+1,750
547
$51.3K 0.01%
685
548
$51.2K 0.01%
267
549
$50.8K 0.01%
1,000
550
$50.2K 0.01%
668
20 21
22
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