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
626
$23.1K ﹤0.01%
216
627
$23.1K ﹤0.01%
1,500
628
$23K ﹤0.01%
152
+134
629
$23K ﹤0.01%
1,500
630
$22.9K ﹤0.01%
+901
631
$22.9K ﹤0.01%
905
+149
632
$22.8K ﹤0.01%
75
633
$22.5K ﹤0.01%
1,500
634
$22.5K ﹤0.01%
448
635
$22.3K ﹤0.01%
250
636
$22.3K ﹤0.01%
730
637
$22K ﹤0.01%
500
638
$21.8K ﹤0.01%
71
639
$21.4K ﹤0.01%
2,057
640
$21.3K ﹤0.01%
300
641
$21.2K ﹤0.01%
370
642
$21K ﹤0.01%
600
643
$20.7K ﹤0.01%
1,950
-278
644
$20.6K ﹤0.01%
117
+85
645
$20.6K ﹤0.01%
300
646
$20.5K ﹤0.01%
25
647
$20.5K ﹤0.01%
1,100
648
$20.4K ﹤0.01%
419
649
$20.4K ﹤0.01%
350
-95
650
$20.1K ﹤0.01%
272
24 25
26
27 28