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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.12M 0.53%
8,768
+263
52
$4.92M 0.51%
9,836
+301
53
$4.87M 0.5%
118,052
-2,241
54
$4.69M 0.48%
6,956
+34
55
$4.51M 0.46%
44,493
+421
56
$4.36M 0.45%
122,431
-3,810
57
$4.35M 0.45%
26,359
+3,923
58
$4.31M 0.44%
12,941
+489
59
$4.17M 0.43%
41,961
-662
60
$4.06M 0.42%
9,192
-75
61
$4.03M 0.41%
103,763
-2,305
62
$4.02M 0.41%
16,312
-258
63
$4.01M 0.41%
143,303
-1,859
64
$4M 0.41%
100,678
+9,604
65
$3.93M 0.4%
165,852
+36,244
66
$3.78M 0.39%
14,212
-932
67
$3.71M 0.38%
13,851
+1,536
68
$3.67M 0.38%
63,205
-5,050
69
$3.64M 0.37%
15,405
+2,205
70
$3.57M 0.37%
51,526
+4,224
71
$3.54M 0.36%
49,926
+20,500
72
$3.51M 0.36%
38,035
-800
73
$3.43M 0.35%
26,920
-3,416
74
$3.43M 0.35%
21,390
+160
75
$3.43M 0.35%
14,383
+9
1 2
3
4 5