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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.97M 0.54%
31,097
+252
52
$3.94M 0.54%
42,400
-910
53
$3.87M 0.53%
28,641
+916
54
$3.78M 0.51%
17,813
+355
55
$3.72M 0.51%
28,574
+1,309
56
$3.72M 0.51%
32,940
+665
57
$3.69M 0.5%
15,458
-19
58
$3.38M 0.46%
34,795
+1,366
59
$3.35M 0.46%
11,733
-8
60
$3.28M 0.45%
15,491
-61
61
$3.26M 0.44%
14,486
+452
62
$3.2M 0.44%
8,797
+70
63
$3.18M 0.43%
14,270
+79
64
$3.09M 0.42%
38,746
+1,312
65
$3M 0.41%
10,729
+454
66
$2.99M 0.41%
8,402
-117
67
$2.93M 0.4%
55,964
+4,120
68
$2.91M 0.4%
82,575
+3,353
69
$2.87M 0.39%
42,447
+725
70
$2.83M 0.38%
46,338
+57
71
$2.8M 0.38%
114,134
-5,355
72
$2.79M 0.38%
93,031
-1,500
73
$2.76M 0.38%
56,148
+3,066
74
$2.72M 0.37%
20,587
+229
75
$2.72M 0.37%
5,470
+203
1 2
3
4 5