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
601
$39.8K ﹤0.01%
514
602
$39.6K ﹤0.01%
400
-400
603
$39.5K ﹤0.01%
200
604
$39.4K ﹤0.01%
578
605
$39.2K ﹤0.01%
384
606
$39K ﹤0.01%
810
607
$38.7K ﹤0.01%
772
608
$38.3K ﹤0.01%
1,000
-137
609
$37.7K ﹤0.01%
640
610
$37K ﹤0.01%
426
611
$36.8K ﹤0.01%
257
612
$36.7K ﹤0.01%
1,121
613
$36.4K ﹤0.01%
333
614
$36.2K ﹤0.01%
404
615
$36.2K ﹤0.01%
500
616
$36.2K ﹤0.01%
3,275
617
$35.9K ﹤0.01%
269
618
$35.6K ﹤0.01%
777
619
$35.1K ﹤0.01%
1,285
620
$35K ﹤0.01%
2,527
+70
621
$34.8K ﹤0.01%
2,577
622
$34.4K ﹤0.01%
185
623
$34.4K ﹤0.01%
154
624
$34K ﹤0.01%
947
625
$33.9K ﹤0.01%
339
+24