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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1 +$3.2M
2 +$3.09M
3 +$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1 +$4.29M
2 +$762K
3 +$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$12.4K ﹤0.01%
125
727
$12.4K ﹤0.01%
200
728
$12.4K ﹤0.01%
200
-1,000
729
$12.3K ﹤0.01%
1,489
730
$12.2K ﹤0.01%
500
731
$12.2K ﹤0.01%
71
732
$12.2K ﹤0.01%
1,000
733
$12.1K ﹤0.01%
200
734
$12K ﹤0.01%
200
735
$12K ﹤0.01%
+150
736
$12K ﹤0.01%
333
737
$11.9K ﹤0.01%
1,950
738
$11.9K ﹤0.01%
+250
739
$11.9K ﹤0.01%
250
740
$11.7K ﹤0.01%
1,000
741
$11.6K ﹤0.01%
138
742
$11.5K ﹤0.01%
400
743
$11.1K ﹤0.01%
250
744
$10.9K ﹤0.01%
145
745
$10.7K ﹤0.01%
1,500
746
$10.6K ﹤0.01%
200
-400
747
$10.6K ﹤0.01%
300
748
$10.5K ﹤0.01%
740
749
$10.2K ﹤0.01%
40
750
$10K ﹤0.01%
200