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
701
$11.2K ﹤0.01%
4,000
702
$11.2K ﹤0.01%
150
703
$11.2K ﹤0.01%
100
704
$10.9K ﹤0.01%
150
-78
705
$10.9K ﹤0.01%
50
-500
706
$10.9K ﹤0.01%
1,500
707
$10.8K ﹤0.01%
76
708
$10.6K ﹤0.01%
848
709
$10.5K ﹤0.01%
140
710
$10.4K ﹤0.01%
64
711
$10.3K ﹤0.01%
333
712
$10.1K ﹤0.01%
249
713
$10.1K ﹤0.01%
317
714
$10K ﹤0.01%
202
+8
715
$10K ﹤0.01%
1,000
716
$9.96K ﹤0.01%
400
717
$9.94K ﹤0.01%
1,000
718
$9.82K ﹤0.01%
274
719
$9.81K ﹤0.01%
200
720
$9.8K ﹤0.01%
1,000
721
$9.73K ﹤0.01%
47
-53
722
$9.62K ﹤0.01%
1,050
723
$9.57K ﹤0.01%
138
724
$9.47K ﹤0.01%
145
725
$9.46K ﹤0.01%
1,955
+5
27 28
29
30 31