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
526
$51.6K 0.01%
1,440
527
$51.5K 0.01%
2,054
-1,280
528
$51.4K 0.01%
2,562
+2,432
529
$50.9K 0.01%
462
530
$50.8K 0.01%
658
531
$50.7K 0.01%
118
+18
532
$50.5K 0.01%
3,909
+9
533
$50.5K 0.01%
630
-800
534
$50.3K 0.01%
236
-19
535
$50K 0.01%
3,284
536
$49.9K 0.01%
925
-100
537
$49.9K 0.01%
1,000
538
$49K 0.01%
423
539
$48.9K 0.01%
388
+63
540
$48.6K 0.01%
371
541
$48.6K 0.01%
4,000
542
$48.2K 0.01%
587
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543
$48K 0.01%
325
544
$47.5K 0.01%
1,100
+300
545
$47.4K 0.01%
1,284
+2
546
$47.3K 0.01%
3,000
547
$47.1K ﹤0.01%
319
548
$47.1K ﹤0.01%
275
549
$46.4K ﹤0.01%
1,765
+2
550
$45.8K ﹤0.01%
596
+68
20 21
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