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
526
$67.4K 0.01%
2,000
-100
527
$66.8K 0.01%
2,100
528
$65.3K 0.01%
1,000
529
$64.9K 0.01%
1,500
530
$64.4K 0.01%
+1,000
531
$64.4K 0.01%
148
-50
532
$64.3K 0.01%
371
533
$63.9K 0.01%
367
+100
534
$63.8K 0.01%
488
535
$63.4K 0.01%
+2,000
536
$63.3K 0.01%
391
+24
537
$62.6K 0.01%
1,462
538
$62.5K 0.01%
826
-89
539
$62.4K 0.01%
2,031
+740
540
$61.6K 0.01%
+1,214
541
$61.3K 0.01%
65
542
$60.7K 0.01%
756
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543
$59.7K 0.01%
540
544
$59.6K 0.01%
894
-5
545
$59K 0.01%
830
546
$58.2K 0.01%
4,000
547
$58.1K 0.01%
5,501
-346
548
$57.8K 0.01%
1,766
+2
549
$57.5K 0.01%
334
550
$57.5K 0.01%
405
-17
20 21
22
23 24