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
676
$17.6K ﹤0.01%
38
677
$17.6K ﹤0.01%
542
-2,000
678
$17.6K ﹤0.01%
200
679
$17.1K ﹤0.01%
580
-311
680
$17.1K ﹤0.01%
335
681
$17K ﹤0.01%
239
+1
682
$16.9K ﹤0.01%
64
683
$16.9K ﹤0.01%
35
-43
684
$16.7K ﹤0.01%
161
685
$16.7K ﹤0.01%
908
686
$16.4K ﹤0.01%
154
687
$15.9K ﹤0.01%
275
688
$15.9K ﹤0.01%
200
689
$15.6K ﹤0.01%
165
-72
690
$15.3K ﹤0.01%
148
691
$15.2K ﹤0.01%
214
692
$15K ﹤0.01%
265
+19
693
$14.9K ﹤0.01%
194
694
$14.7K ﹤0.01%
105
-220
695
$14.4K ﹤0.01%
326
+199
696
$13.9K ﹤0.01%
124
697
$13.8K ﹤0.01%
1,500
698
$13.8K ﹤0.01%
95
699
$13.8K ﹤0.01%
125
700
$13.7K ﹤0.01%
124
-200
26 27
28
29 30