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
$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
651
$18K ﹤0.01%
225
+175
652
$17.7K ﹤0.01%
73
+16
653
$17.6K ﹤0.01%
183
654
$17.4K ﹤0.01%
380
655
$17.4K ﹤0.01%
100
656
$17.3K ﹤0.01%
300
657
$17.3K ﹤0.01%
214
658
$17.2K ﹤0.01%
255
659
$17.2K ﹤0.01%
500
660
$17.2K ﹤0.01%
500
-2,300
661
$16.7K ﹤0.01%
272
662
$16.6K ﹤0.01%
405
663
$16.5K ﹤0.01%
60
-40
664
$16.4K ﹤0.01%
100
665
$16.2K ﹤0.01%
200
666
$16.1K ﹤0.01%
259
667
$16.1K ﹤0.01%
250
668
$16K ﹤0.01%
650
-400
669
$16K ﹤0.01%
630
670
$15.9K ﹤0.01%
50
671
$15.9K ﹤0.01%
1,000
672
$15.7K ﹤0.01%
60
673
$15.5K ﹤0.01%
551
674
$15.1K ﹤0.01%
1,000
675
$14.7K ﹤0.01%
515