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
651
$20.1K ﹤0.01%
333
652
$19.9K ﹤0.01%
269
653
$19.2K ﹤0.01%
1,800
654
$19.1K ﹤0.01%
1,214
655
$19.1K ﹤0.01%
+361
656
$18.9K ﹤0.01%
21
657
$18.8K ﹤0.01%
40
658
$18.8K ﹤0.01%
291
-10
659
$18.8K ﹤0.01%
169
660
$18.7K ﹤0.01%
145
661
$18.7K ﹤0.01%
300
662
$18.7K ﹤0.01%
200
663
$18.6K ﹤0.01%
+649
664
$18.6K ﹤0.01%
190
-400
665
$18.5K ﹤0.01%
88
666
$18.5K ﹤0.01%
60
667
$18.5K ﹤0.01%
116
668
$18.4K ﹤0.01%
250
+125
669
$18.3K ﹤0.01%
74
-201
670
$18.3K ﹤0.01%
+333
671
$18.2K ﹤0.01%
85
672
$18.1K ﹤0.01%
268
673
$18K ﹤0.01%
379
+25
674
$17.9K ﹤0.01%
175
675
$17.7K ﹤0.01%
200
25 26
27
28 29