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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$41.4K 0.01%
+2,500
577
$41.3K 0.01%
500
578
$40.2K 0.01%
2,570
579
$39.8K 0.01%
100
580
$39.5K 0.01%
2,700
581
$39.3K 0.01%
1,200
582
$39K ﹤0.01%
211
-351
583
$38.4K ﹤0.01%
1,972
584
$38.3K ﹤0.01%
1,121
585
$38K ﹤0.01%
1,781
+344
586
$38K ﹤0.01%
300
-1,005
587
$37.8K ﹤0.01%
636
+100
588
$37.7K ﹤0.01%
514
589
$37.5K ﹤0.01%
+1,640
590
$37.3K ﹤0.01%
5,000
591
$36.7K ﹤0.01%
908
592
$35.8K ﹤0.01%
+136
593
$35.6K ﹤0.01%
75
594
$34.9K ﹤0.01%
363
595
$34.9K ﹤0.01%
592
596
$33.8K ﹤0.01%
10,000
597
$33.6K ﹤0.01%
1,367
+1,000
598
$33.2K ﹤0.01%
400
599
$33K ﹤0.01%
270
600
$32.9K ﹤0.01%
2,500
22 23
24
25 26