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
626
$33.8K ﹤0.01%
235
627
$33.5K ﹤0.01%
950
628
$33.5K ﹤0.01%
300
629
$33.3K ﹤0.01%
320
630
$32.5K ﹤0.01%
566
631
$32.4K ﹤0.01%
3,324
+1,224
632
$31.8K ﹤0.01%
+999
633
$31.8K ﹤0.01%
1,105
634
$31.7K ﹤0.01%
+954
635
$31.6K ﹤0.01%
164
636
$31.6K ﹤0.01%
400
637
$31.6K ﹤0.01%
273
638
$31.3K ﹤0.01%
184
639
$30.8K ﹤0.01%
1,863
-250
640
$30.7K ﹤0.01%
800
641
$30.7K ﹤0.01%
1,683
642
$30.4K ﹤0.01%
248
-116
643
$30.3K ﹤0.01%
284
-200
644
$30.2K ﹤0.01%
270
645
$30K ﹤0.01%
1,776
+4
646
$30K ﹤0.01%
1,100
647
$29.1K ﹤0.01%
301
648
$29K ﹤0.01%
300
649
$29K ﹤0.01%
1,553
-345
650
$28.9K ﹤0.01%
1,290
+1,000
24 25
26
27 28