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
51
$3.4M 0.53%
49,244
-2,882
52
$3.35M 0.52%
14,975
+46
53
$3.35M 0.52%
114,176
+21,914
54
$3.25M 0.51%
15,522
+201
55
$3.1M 0.48%
13,684
-418
56
$3.03M 0.47%
12,884
+1
57
$3.03M 0.47%
49,562
-326
58
$3.01M 0.47%
37,475
-2,195
59
$2.94M 0.46%
28,096
+1,071
60
$2.88M 0.45%
8,469
+318
61
$2.87M 0.45%
38,550
+1,128
62
$2.87M 0.45%
14,008
+161
63
$2.83M 0.44%
65,108
-945
64
$2.78M 0.43%
124,233
-10,954
65
$2.78M 0.43%
29,712
-2,365
66
$2.71M 0.42%
32,677
+2,298
67
$2.67M 0.41%
100,279
-2,103
68
$2.6M 0.4%
86,126
+9,097
69
$2.6M 0.4%
45,786
-22
70
$2.5M 0.39%
30,210
-1,302
71
$2.48M 0.39%
31,666
-83
72
$2.47M 0.38%
8,674
-322
73
$2.44M 0.38%
12,050
-410
74
$2.4M 0.37%
51,270
75
$2.37M 0.37%
81,563
+1,330
1 2
3
4 5