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
526
$47.8K ﹤0.01%
3,000
527
$47.4K ﹤0.01%
1,100
528
$47.3K ﹤0.01%
388
529
$47.3K ﹤0.01%
1,466
+182
530
$47K ﹤0.01%
1,950
531
$47K ﹤0.01%
215
-35
532
$46.1K ﹤0.01%
1,957
-546
533
$46.1K ﹤0.01%
587
534
$45.8K ﹤0.01%
118
535
$44.7K ﹤0.01%
2,000
536
$44.6K ﹤0.01%
940
537
$44.3K ﹤0.01%
578
+280
538
$44K ﹤0.01%
1,752
-302
539
$43.7K ﹤0.01%
602
+4
540
$43.1K ﹤0.01%
57
-7
541
$42.7K ﹤0.01%
423
542
$42.4K ﹤0.01%
598
+2
543
$42K ﹤0.01%
3,284
544
$41.6K ﹤0.01%
228
545
$41.2K ﹤0.01%
134
-142
546
$40.3K ﹤0.01%
514
547
$40.2K ﹤0.01%
404
548
$40K ﹤0.01%
700
-1,000
549
$39.9K ﹤0.01%
1,768
+3
550
$39.8K ﹤0.01%
947
20 21
22
23 24