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
676
$14.5K ﹤0.01%
249
677
$14.3K ﹤0.01%
268
678
$14.2K ﹤0.01%
300
679
$14K ﹤0.01%
500
680
$13.8K ﹤0.01%
2,262
681
$13.8K ﹤0.01%
465
-114
682
$13.8K ﹤0.01%
621
683
$13.4K ﹤0.01%
400
684
$13.3K ﹤0.01%
+500
685
$13.2K ﹤0.01%
341
-2,464
686
$12.8K ﹤0.01%
600
687
$12.7K ﹤0.01%
150
688
$12.6K ﹤0.01%
+335
689
$12.5K ﹤0.01%
119
-600
690
$12.5K ﹤0.01%
200
691
$12.4K ﹤0.01%
229
+2
692
$12.4K ﹤0.01%
67
693
$12.3K ﹤0.01%
225
694
$12K ﹤0.01%
148
695
$11.9K ﹤0.01%
70
696
$11.8K ﹤0.01%
344
697
$11.7K ﹤0.01%
555
698
$11.6K ﹤0.01%
+378
699
$11.6K ﹤0.01%
194
700
$11.4K ﹤0.01%
264