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
601
$32.7K ﹤0.01%
200
602
$32.2K ﹤0.01%
533
603
$31.6K ﹤0.01%
426
604
$31.5K ﹤0.01%
120
605
$31.4K ﹤0.01%
717
+3
606
$31.1K ﹤0.01%
777
607
$30.9K ﹤0.01%
800
608
$30.2K ﹤0.01%
1,375
+1,000
609
$29.3K ﹤0.01%
1,050
610
$28.8K ﹤0.01%
300
611
$28.6K ﹤0.01%
403
612
$28.5K ﹤0.01%
1,214
+500
613
$28.3K ﹤0.01%
650
614
$28.3K ﹤0.01%
1,000
615
$27.9K ﹤0.01%
400
616
$27.8K ﹤0.01%
155
617
$27.8K ﹤0.01%
252
618
$27.8K ﹤0.01%
315
619
$27.6K ﹤0.01%
400
620
$27.5K ﹤0.01%
800
-500
621
$27.2K ﹤0.01%
356
622
$27K ﹤0.01%
450
623
$27K ﹤0.01%
429
624
$26.8K ﹤0.01%
333
625
$26.8K ﹤0.01%
273