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
701
$14.8K ﹤0.01%
50
702
$14.8K ﹤0.01%
1,000
703
$14.6K ﹤0.01%
226
+1
704
$14.4K ﹤0.01%
200
705
$14.1K ﹤0.01%
194
-170
706
$13.8K ﹤0.01%
40
+29
707
$13.8K ﹤0.01%
400
-400
708
$13.7K ﹤0.01%
848
709
$13.6K ﹤0.01%
317
710
$13.6K ﹤0.01%
148
-1,071
711
$13.4K ﹤0.01%
268
712
$13.4K ﹤0.01%
225
713
$13.3K ﹤0.01%
64
714
$13.3K ﹤0.01%
264
715
$13.1K ﹤0.01%
+110
716
$13.1K ﹤0.01%
400
717
$12.9K ﹤0.01%
+100
718
$12.9K ﹤0.01%
200
719
$12.8K ﹤0.01%
100
720
$12.7K ﹤0.01%
274
721
$12.6K ﹤0.01%
1,000
722
$12.6K ﹤0.01%
4,000
723
$12.6K ﹤0.01%
258
724
$12.5K ﹤0.01%
249
725
$12.4K ﹤0.01%
150
-125