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
576
$31.3K ﹤0.01%
652
577
$31.3K ﹤0.01%
400
578
$31.2K ﹤0.01%
189
-972
579
$31.1K ﹤0.01%
450
580
$30.9K ﹤0.01%
256
+10
581
$30.9K ﹤0.01%
1,750
582
$30.8K ﹤0.01%
342
+72
583
$30.7K ﹤0.01%
215
584
$30.6K ﹤0.01%
1,600
585
$30.1K ﹤0.01%
600
586
$29K ﹤0.01%
1,500
587
$28.9K ﹤0.01%
250
-50
588
$28.7K ﹤0.01%
300
589
$28.3K ﹤0.01%
960
590
$27.9K ﹤0.01%
1,781
591
$27.8K ﹤0.01%
1,214
592
$27.3K ﹤0.01%
+1,100
593
$26.8K ﹤0.01%
533
594
$26.3K ﹤0.01%
363
595
$25.7K ﹤0.01%
426
596
$25.5K ﹤0.01%
+2,214
597
$25.2K ﹤0.01%
1,750
598
$25K ﹤0.01%
429
599
$24.9K ﹤0.01%
592
600
$24.9K ﹤0.01%
777