AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
551
$57K 0.01%
630
552
$57K 0.01%
100
553
$56.6K 0.01%
659
554
$56.1K 0.01%
426
+38
555
$55.2K 0.01%
587
556
$54.9K 0.01%
+500
557
$54.3K 0.01%
+2,500
558
$54.3K 0.01%
462
559
$54.1K 0.01%
3,935
+8
560
$53.5K 0.01%
701
+53
561
$53.2K 0.01%
350
-150
562
$53.2K 0.01%
2,620
+16
563
$52.6K ﹤0.01%
2,274
+68
564
$52.4K ﹤0.01%
390
565
$51.5K ﹤0.01%
722
566
$51.3K ﹤0.01%
942
567
$51.3K ﹤0.01%
228
568
$51.2K ﹤0.01%
2,570
569
$51.1K ﹤0.01%
3,000
570
$50.8K ﹤0.01%
3,284
571
$50.6K ﹤0.01%
750
-100
572
$50.3K ﹤0.01%
1,465
573
$49.7K ﹤0.01%
1,568
+27
574
$49.5K ﹤0.01%
555
575
$49K ﹤0.01%
4,000
21 22
23
24 25