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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.45M 0.51%
45,247
-790
52
$5.44M 0.51%
35,431
+731
53
$5.18M 0.48%
41,103
-1,510
54
$5.07M 0.47%
119,576
-3,436
55
$5.06M 0.47%
21,832
-1,977
56
$5.02M 0.47%
13,852
+535
57
$4.92M 0.46%
44,147
+2,683
58
$4.91M 0.46%
8,611
-57
59
$4.86M 0.45%
9,224
-121
60
$4.75M 0.44%
8,101
+101
61
$4.68M 0.44%
117,132
-1,645
62
$4.63M 0.43%
59,409
+845
63
$4.6M 0.43%
96,794
-3,197
64
$4.49M 0.42%
15,354
-30
65
$4.3M 0.4%
14,818
+735
66
$4.18M 0.39%
161,548
-3,328
67
$4.16M 0.39%
274,115
68
$4M 0.37%
42,337
-3,629
69
$3.9M 0.36%
54,362
+2,184
70
$3.9M 0.36%
33,001
-893
71
$3.88M 0.36%
17,991
+759
72
$3.85M 0.36%
10,246
+52
73
$3.8M 0.35%
30,657
+30
74
$3.75M 0.35%
14,775
+346
75
$3.73M 0.35%
52,716
+2,633
1 2
3
4 5