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
701
$13.6K ﹤0.01%
335
702
$13.4K ﹤0.01%
94
703
$13.4K ﹤0.01%
+35
704
$13.4K ﹤0.01%
+30
705
$13.3K ﹤0.01%
6,000
706
$13.3K ﹤0.01%
533
707
$13.1K ﹤0.01%
350
708
$13K ﹤0.01%
200
709
$13K ﹤0.01%
200
710
$12.9K ﹤0.01%
200
711
$12.9K ﹤0.01%
268
712
$12.9K ﹤0.01%
170
-32
713
$12.4K ﹤0.01%
5,000
714
$12.1K ﹤0.01%
200
715
$12.1K ﹤0.01%
138
716
$11.9K ﹤0.01%
500
717
$11.9K ﹤0.01%
75
-200
718
$11.9K ﹤0.01%
37
719
$11.9K ﹤0.01%
36
720
$11.8K ﹤0.01%
148
721
$11.8K ﹤0.01%
50
722
$11.7K ﹤0.01%
350
723
$11.7K ﹤0.01%
258
724
$11.7K ﹤0.01%
150
725
$11.6K ﹤0.01%
317