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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.22M 0.55%
42,623
-2,477
52
$5.05M 0.53%
120,293
-3,575
53
$5M 0.52%
27,367
-249
54
$4.81M 0.5%
79,951
+3,271
55
$4.58M 0.48%
9,535
-557
56
$4.57M 0.48%
126,241
-3,275
57
$4.57M 0.48%
8,505
+3
58
$4.56M 0.48%
12,452
-1,420
59
$4.46M 0.47%
9,267
+106
60
$4.2M 0.44%
6,922
+556
61
$4.1M 0.43%
15,144
+183
62
$4.04M 0.42%
44,072
+782
63
$4.03M 0.42%
145,162
-3,626
64
$4M 0.42%
30,336
+1,191
65
$3.98M 0.42%
14,111
+107
66
$3.96M 0.42%
68,255
-9,533
67
$3.93M 0.41%
22,436
-2,223
68
$3.74M 0.39%
16,570
+1,036
69
$3.71M 0.39%
38,835
+649
70
$3.59M 0.38%
10,040
+71
71
$3.59M 0.38%
14,095
-39
72
$3.59M 0.38%
14,374
+52
73
$3.5M 0.37%
34,165
-293
74
$3.5M 0.37%
106,068
-545
75
$3.49M 0.37%
10,974
-26
1 2
3
4 5