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
676
$25.1K ﹤0.01%
160
677
$24.9K ﹤0.01%
2,400
678
$24.8K ﹤0.01%
1,375
679
$24.7K ﹤0.01%
291
680
$24.4K ﹤0.01%
1,214
681
$24.2K ﹤0.01%
71
682
$23.9K ﹤0.01%
300
683
$23.9K ﹤0.01%
405
684
$23.9K ﹤0.01%
264
685
$23.9K ﹤0.01%
571
686
$23.7K ﹤0.01%
75
+68
687
$23.1K ﹤0.01%
382
-23
688
$23.1K ﹤0.01%
216
689
$23K ﹤0.01%
385
690
$22.8K ﹤0.01%
+530
691
$22.7K ﹤0.01%
200
692
$22.5K ﹤0.01%
448
693
$22.5K ﹤0.01%
274
-245
694
$22.3K ﹤0.01%
370
695
$22.1K ﹤0.01%
21
696
$21.9K ﹤0.01%
74
697
$21.2K ﹤0.01%
250
698
$21.1K ﹤0.01%
95
+50
699
$21.1K ﹤0.01%
1,650
-2,300
700
$21K ﹤0.01%
35