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
651
$21.9K ﹤0.01%
285
+15
652
$21.7K ﹤0.01%
500
653
$21.7K ﹤0.01%
246
654
$21.7K ﹤0.01%
260
655
$21.6K ﹤0.01%
1,400
656
$21.3K ﹤0.01%
235
657
$21.1K ﹤0.01%
50
658
$20.9K ﹤0.01%
147
+78
659
$20.8K ﹤0.01%
100
660
$20.8K ﹤0.01%
140
661
$20.8K ﹤0.01%
600
+500
662
$20.7K ﹤0.01%
255
663
$20.6K ﹤0.01%
1,000
664
$20.1K ﹤0.01%
515
665
$20.1K ﹤0.01%
214
666
$20K ﹤0.01%
+100
667
$19.9K ﹤0.01%
400
668
$19.8K ﹤0.01%
2,000
669
$19.7K ﹤0.01%
300
670
$19.7K ﹤0.01%
2,000
671
$19.6K ﹤0.01%
2,000
672
$19.5K ﹤0.01%
2,000
673
$19.4K ﹤0.01%
1,000
674
$19.3K ﹤0.01%
405
675
$19.3K ﹤0.01%
300