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
676
$18.9K ﹤0.01%
413
677
$18.7K ﹤0.01%
1,200
678
$18.6K ﹤0.01%
471
+158
679
$18.6K ﹤0.01%
2,110
680
$18.3K ﹤0.01%
92
681
$18.3K ﹤0.01%
184
682
$18.2K ﹤0.01%
1,050
683
$18.2K ﹤0.01%
200
684
$18K ﹤0.01%
621
-900
685
$17.5K ﹤0.01%
+600
686
$17.3K ﹤0.01%
344
687
$17.1K ﹤0.01%
+1,500
688
$17K ﹤0.01%
+450
689
$16.8K ﹤0.01%
80
690
$16.8K ﹤0.01%
+111
691
$16.8K ﹤0.01%
+150
692
$16.2K ﹤0.01%
2,262
-2,749
693
$16.2K ﹤0.01%
+400
694
$16K ﹤0.01%
70
695
$16K ﹤0.01%
255
-2,895
696
$15.9K ﹤0.01%
555
697
$15.6K ﹤0.01%
270
-2,030
698
$15.4K ﹤0.01%
141
699
$15.3K ﹤0.01%
1,000
700
$15.2K ﹤0.01%
249
26 27
28
29 30