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
701
$20.9K ﹤0.01%
447
702
$20.7K ﹤0.01%
145
703
$20.6K ﹤0.01%
600
704
$20.4K ﹤0.01%
169
705
$20.4K ﹤0.01%
542
706
$20.3K ﹤0.01%
335
707
$20.2K ﹤0.01%
908
708
$20.2K ﹤0.01%
269
709
$20.1K ﹤0.01%
40
710
$20K ﹤0.01%
85
711
$19.9K ﹤0.01%
108
712
$19.8K ﹤0.01%
525
+5
713
$19.5K ﹤0.01%
925
-68
714
$19.4K ﹤0.01%
300
715
$19.4K ﹤0.01%
334
-95
716
$19.3K ﹤0.01%
94
717
$19.2K ﹤0.01%
200
718
$19.1K ﹤0.01%
214
719
$19.1K ﹤0.01%
268
720
$19K ﹤0.01%
1,817
-160
721
$18.9K ﹤0.01%
5,000
722
$18.8K ﹤0.01%
1,800
723
$18.8K ﹤0.01%
2,000
724
$18.7K ﹤0.01%
+790
725
$18.7K ﹤0.01%
300
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