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
551
$45.6K ﹤0.01%
26,500
+10,000
552
$44.6K ﹤0.01%
940
553
$44.5K ﹤0.01%
5,000
554
$44.4K ﹤0.01%
514
555
$44.3K ﹤0.01%
2,570
556
$44.1K ﹤0.01%
500
557
$43.8K ﹤0.01%
+10,000
558
$43.7K ﹤0.01%
78
-1,043
559
$43.3K ﹤0.01%
228
+3
560
$43.2K ﹤0.01%
672
+1
561
$43.2K ﹤0.01%
598
+3
562
$43.2K ﹤0.01%
404
563
$42.1K ﹤0.01%
440
-21
564
$40.7K ﹤0.01%
610
565
$39.8K ﹤0.01%
500
566
$39.4K ﹤0.01%
75
567
$38.8K ﹤0.01%
2,500
+1,000
568
$38.5K ﹤0.01%
2,700
569
$38.1K ﹤0.01%
200
570
$37.6K ﹤0.01%
944
571
$37.5K ﹤0.01%
3,275
572
$37.4K ﹤0.01%
215
573
$37.2K ﹤0.01%
1,000
574
$37.2K ﹤0.01%
800
-900
575
$37.2K ﹤0.01%
426
21 22
23
24 25