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
$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
576
$49K ﹤0.01%
1,100
577
$48.6K ﹤0.01%
508
-21
578
$48.4K ﹤0.01%
+1,300
579
$48.1K ﹤0.01%
106
580
$47.5K ﹤0.01%
+2,000
581
$47.3K ﹤0.01%
609
+4
582
$47.1K ﹤0.01%
200
583
$46.9K ﹤0.01%
713
+151
584
$46.7K ﹤0.01%
940
585
$46K ﹤0.01%
255
-6
586
$45.4K ﹤0.01%
3,000
+1,500
587
$45K ﹤0.01%
679
-23
588
$44.9K ﹤0.01%
1,495
589
$44.5K ﹤0.01%
130
590
$43.8K ﹤0.01%
331
+77
591
$43.7K ﹤0.01%
423
592
$42.2K ﹤0.01%
1,300
593
$42.1K ﹤0.01%
100
594
$42K ﹤0.01%
500
595
$40.9K ﹤0.01%
146
596
$40.3K ﹤0.01%
134
597
$40.1K ﹤0.01%
700
-200
598
$40.1K ﹤0.01%
+999
599
$40K ﹤0.01%
347
600
$39.9K ﹤0.01%
94
22 23
24
25 26