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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$31.8K ﹤0.01%
950
602
$31.7K ﹤0.01%
2,389
-308
603
$31.2K ﹤0.01%
301
-52
604
$31.2K ﹤0.01%
25
+15
605
$31.1K ﹤0.01%
750
+250
606
$31K ﹤0.01%
447
607
$31K ﹤0.01%
450
+200
608
$30.9K ﹤0.01%
273
609
$30.7K ﹤0.01%
775
610
$30.7K ﹤0.01%
1,683
611
$30.5K ﹤0.01%
400
612
$30.5K ﹤0.01%
184
613
$30K ﹤0.01%
510
614
$29.9K ﹤0.01%
200
615
$29.8K ﹤0.01%
+2,300
616
$29.5K ﹤0.01%
2,000
617
$29.3K ﹤0.01%
315
618
$29.2K ﹤0.01%
100
-75
619
$29K ﹤0.01%
800
620
$28.9K ﹤0.01%
400
621
$28.6K ﹤0.01%
71
+21
622
$28.6K ﹤0.01%
+2,400
623
$28.4K ﹤0.01%
108
+8
624
$27.6K ﹤0.01%
270
625
$27.4K ﹤0.01%
891
23 24
25
26 27