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
551
$37.5K 0.01%
4,401
+127
552
$37.1K 0.01%
514
553
$36.9K 0.01%
501
554
$36.6K 0.01%
582
555
$36.6K 0.01%
170
556
$36.2K 0.01%
1,602
557
$36K 0.01%
462
558
$35.5K 0.01%
170
559
$35.2K 0.01%
325
560
$35.1K 0.01%
1,121
561
$35K 0.01%
777
562
$34.9K 0.01%
500
563
$34.7K 0.01%
61
564
$34.3K 0.01%
610
565
$34.1K 0.01%
600
566
$34K 0.01%
2,500
567
$33.8K 0.01%
2,700
568
$33.5K 0.01%
373
+48
569
$33.4K 0.01%
500
570
$33.3K 0.01%
4,500
-500
571
$33.1K 0.01%
113
-800
572
$33K 0.01%
1,417
573
$32.5K 0.01%
155
574
$32.3K 0.01%
1,460
+3
575
$32.2K 0.01%
1,900
-1,450
21 22
23
24 25