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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1 +$3.47M
2 +$2.55M
3 +$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1 +$3.05M
2 +$2.45M
3 +$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$32.2K ﹤0.01%
1,000
577
$32.1K ﹤0.01%
269
578
$32.1K ﹤0.01%
500
-10
579
$31.3K ﹤0.01%
1,683
580
$31.1K ﹤0.01%
777
581
$30.9K ﹤0.01%
2,400
582
$30.8K ﹤0.01%
301
583
$30.8K ﹤0.01%
400
584
$30.3K ﹤0.01%
775
585
$30.1K ﹤0.01%
800
586
$30.1K ﹤0.01%
386
587
$30K ﹤0.01%
450
588
$29.9K ﹤0.01%
400
589
$29.7K ﹤0.01%
100
590
$29.6K ﹤0.01%
273
591
$29.3K ﹤0.01%
184
592
$29.1K ﹤0.01%
1,530
-135
593
$29.1K ﹤0.01%
944
594
$28.9K ﹤0.01%
+337
595
$27.8K ﹤0.01%
315
596
$27.4K ﹤0.01%
315
597
$27.3K ﹤0.01%
900
+200
598
$27.3K ﹤0.01%
270
599
$27K ﹤0.01%
81
600
$26.9K ﹤0.01%
160