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
601
$26.5K ﹤0.01%
3,226
+1,000
602
$26.4K ﹤0.01%
156
603
$26.4K ﹤0.01%
170
604
$26K ﹤0.01%
+300
605
$25.9K ﹤0.01%
200
-10
606
$25.9K ﹤0.01%
446
607
$25.9K ﹤0.01%
333
608
$25.7K ﹤0.01%
155
-60
609
$25.7K ﹤0.01%
300
-85
610
$25.5K ﹤0.01%
570
611
$25.5K ﹤0.01%
164
612
$25.3K ﹤0.01%
447
613
$25.3K ﹤0.01%
1,375
614
$25K ﹤0.01%
429
615
$25K ﹤0.01%
100
616
$24.6K ﹤0.01%
700
617
$24.3K ﹤0.01%
571
618
$24.3K ﹤0.01%
337
-63
619
$24K ﹤0.01%
575
-15
620
$24K ﹤0.01%
264
621
$23.9K ﹤0.01%
+202
622
$23.6K ﹤0.01%
166
+41
623
$23.5K ﹤0.01%
1,135
-8
624
$23.3K ﹤0.01%
2,300
625
$23.2K ﹤0.01%
405
23 24
25
26 27