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
651
$28.8K ﹤0.01%
775
652
$28.7K ﹤0.01%
80
-21
653
$28.7K ﹤0.01%
700
654
$28.6K ﹤0.01%
200
655
$28.6K ﹤0.01%
1,000
656
$28.5K ﹤0.01%
3,226
657
$28.4K ﹤0.01%
156
658
$28.1K ﹤0.01%
244
-100
659
$28K ﹤0.01%
500
660
$27.7K ﹤0.01%
300
661
$27.6K ﹤0.01%
200
+34
662
$27.5K ﹤0.01%
570
663
$27.4K ﹤0.01%
575
664
$27.2K ﹤0.01%
155
-7
665
$27K ﹤0.01%
400
666
$27K ﹤0.01%
100
667
$26.5K ﹤0.01%
315
668
$26.5K ﹤0.01%
907
+1
669
$26.1K ﹤0.01%
2,300
670
$25.8K ﹤0.01%
117
671
$25.8K ﹤0.01%
+800
672
$25.6K ﹤0.01%
166
673
$25.5K ﹤0.01%
150
+100
674
$25.4K ﹤0.01%
170
675
$25.1K ﹤0.01%
+5,000
25 26
27
28 29