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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

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
526
$43.8K 0.01%
800
527
$43.2K 0.01%
1,752
+2
528
$43.2K 0.01%
431
+60
529
$42.6K 0.01%
722
530
$42.6K 0.01%
2,235
-119
531
$42.5K 0.01%
697
-58
532
$42.5K 0.01%
+1,000
533
$42.5K 0.01%
1,274
+3
534
$42.3K 0.01%
930
535
$42K 0.01%
4,200
536
$41.9K 0.01%
1,169
537
$41.7K 0.01%
1,000
538
$41.6K 0.01%
675
+50
539
$40.7K 0.01%
1,741
-611
540
$40.2K 0.01%
100
541
$40.1K 0.01%
100
542
$40K 0.01%
200
543
$40K 0.01%
1,440
544
$39.7K 0.01%
243
-600
545
$39.6K 0.01%
685
546
$39.2K 0.01%
215
547
$39.1K 0.01%
650
-1,100
548
$39.1K 0.01%
448
549
$37.9K 0.01%
1,562
+5
550
$37.6K 0.01%
2,500
20 21
22
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