AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
626
$20.4K ﹤0.01%
2,570
627
$20.3K ﹤0.01%
333
628
$20.3K ﹤0.01%
75
629
$20.2K ﹤0.01%
136
630
$20.1K ﹤0.01%
2,000
631
$20K ﹤0.01%
275
632
$20K ﹤0.01%
222
633
$19.9K ﹤0.01%
2,000
634
$19.8K ﹤0.01%
2,000
635
$19.7K ﹤0.01%
720
+320
636
$19.6K ﹤0.01%
650
637
$19.6K ﹤0.01%
2,000
638
$19.6K ﹤0.01%
908
639
$19.5K ﹤0.01%
1,000
640
$19.4K ﹤0.01%
169
641
$19.2K ﹤0.01%
137
642
$19.2K ﹤0.01%
246
643
$19.1K ﹤0.01%
2,500
644
$18.8K ﹤0.01%
285
645
$18.8K ﹤0.01%
260
646
$18.7K ﹤0.01%
184
647
$18.3K ﹤0.01%
800
648
$18.2K ﹤0.01%
211
649
$18.1K ﹤0.01%
50
650
$18.1K ﹤0.01%
350