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
601
$24.8K ﹤0.01%
800
602
$24.7K ﹤0.01%
400
603
$24.6K ﹤0.01%
345
-6,844
604
$24.6K ﹤0.01%
202
605
$24.3K ﹤0.01%
746
+20
606
$23.6K ﹤0.01%
400
607
$23.5K ﹤0.01%
5,000
608
$23.2K ﹤0.01%
165
609
$23.1K ﹤0.01%
400
610
$23.1K ﹤0.01%
2,226
611
$22.8K ﹤0.01%
1,375
612
$22.7K ﹤0.01%
252
613
$22K ﹤0.01%
350
+200
614
$21.9K ﹤0.01%
273
615
$21.7K ﹤0.01%
450
616
$21.6K ﹤0.01%
403
617
$21.6K ﹤0.01%
1,000
618
$21.5K ﹤0.01%
570
619
$21.4K ﹤0.01%
315
620
$21.4K ﹤0.01%
80
621
$21.3K ﹤0.01%
389
622
$21.3K ﹤0.01%
268
-2,657
623
$20.9K ﹤0.01%
211
+29
624
$20.6K ﹤0.01%
356
625
$20.5K ﹤0.01%
2,000