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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$26.3K ﹤0.01%
207
627
$26.3K ﹤0.01%
723
-850
628
$26.3K ﹤0.01%
2,500
-2,500
629
$26.2K ﹤0.01%
1,000
+500
630
$26K ﹤0.01%
2,267
+30
631
$26K ﹤0.01%
400
632
$25.9K ﹤0.01%
125
+100
633
$25.7K ﹤0.01%
429
634
$25.5K ﹤0.01%
400
635
$25.4K ﹤0.01%
315
636
$25.2K ﹤0.01%
+675
637
$25.1K ﹤0.01%
500
638
$24.9K ﹤0.01%
300
-375
639
$24.7K ﹤0.01%
184
640
$24.6K ﹤0.01%
273
641
$24.5K ﹤0.01%
2,226
642
$24.5K ﹤0.01%
+1,025
643
$24.1K ﹤0.01%
586
+16
644
$24.1K ﹤0.01%
252
645
$24.1K ﹤0.01%
500
646
$23.9K ﹤0.01%
500
647
$23.5K ﹤0.01%
908
648
$23.2K ﹤0.01%
+2,180
649
$23.1K ﹤0.01%
275
650
$22.8K ﹤0.01%
5,000
24 25
26
27 28