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
51
$4.15M 0.52%
16,331
-1,737
52
$4.07M 0.51%
45,089
+7,457
53
$4.06M 0.51%
14,178
-828
54
$4.05M 0.51%
86,535
+112
55
$3.94M 0.5%
194,829
+26,599
56
$3.84M 0.48%
102,632
-9,375
57
$3.83M 0.48%
137,868
-3,390
58
$3.81M 0.48%
67,255
+1,552
59
$3.78M 0.48%
28,549
+654
60
$3.71M 0.47%
31,504
+453
61
$3.71M 0.47%
27,197
+1,844
62
$3.57M 0.45%
21,319
-1,528
63
$3.53M 0.45%
11,566
+1,455
64
$3.53M 0.45%
15,863
+1,931
65
$3.49M 0.44%
13,966
+727
66
$3.37M 0.43%
36,113
+33,074
67
$3.32M 0.42%
12,435
+193
68
$3.28M 0.41%
32,377
-77
69
$3.27M 0.41%
55,235
+1,815
70
$3.27M 0.41%
9,147
-20
71
$3.24M 0.41%
153,421
+151,626
72
$3.21M 0.4%
14,102
+18
73
$3.14M 0.4%
76,085
+552
74
$2.92M 0.37%
12,820
-490
75
$2.9M 0.37%
78,498
+10,368
1 2
3
4 5