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
626
$26.8K ﹤0.01%
165
627
$26.3K ﹤0.01%
2,226
628
$26.1K ﹤0.01%
400
629
$25.9K ﹤0.01%
300
630
$25.8K ﹤0.01%
389
631
$25.8K ﹤0.01%
1,000
632
$25.6K ﹤0.01%
2,000
633
$25K ﹤0.01%
570
634
$25K ﹤0.01%
175
635
$24.8K ﹤0.01%
60
636
$24.7K ﹤0.01%
450
637
$24.7K ﹤0.01%
448
638
$24.1K ﹤0.01%
380
639
$24.1K ﹤0.01%
137
640
$23.8K ﹤0.01%
250
-200
641
$23.4K ﹤0.01%
275
642
$23K ﹤0.01%
+272
643
$22.8K ﹤0.01%
213
644
$22.8K ﹤0.01%
292
645
$22.8K ﹤0.01%
650
646
$22.7K ﹤0.01%
550
647
$22.7K ﹤0.01%
67
648
$22.5K ﹤0.01%
150
649
$22.3K ﹤0.01%
169
650
$22.2K ﹤0.01%
100