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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1 +$806K
2 +$643K
3 +$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1 +$1.2M
2 +$1.2M
3 +$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$9.34K ﹤0.01%
139
+39
727
$9.3K ﹤0.01%
200
728
$9.21K ﹤0.01%
270
729
$9.16K ﹤0.01%
400
-1,000
730
$9.15K ﹤0.01%
140
731
$9.08K ﹤0.01%
41
-51
732
$9.06K ﹤0.01%
55
733
$8.94K ﹤0.01%
258
734
$8.83K ﹤0.01%
202
+150
735
$8.79K ﹤0.01%
1,500
736
$8.75K ﹤0.01%
400
737
$8.7K ﹤0.01%
100
738
$8.7K ﹤0.01%
400
739
$8.65K ﹤0.01%
400
740
$8.62K ﹤0.01%
873
-505
741
$8.6K ﹤0.01%
31
+21
742
$8.4K ﹤0.01%
+268
743
$8.38K ﹤0.01%
400
744
$8.33K ﹤0.01%
+300
745
$8.32K ﹤0.01%
740
746
$8.26K ﹤0.01%
40
747
$8.16K ﹤0.01%
300
748
$8.12K ﹤0.01%
200
749
$8.06K ﹤0.01%
200
750
$8.03K ﹤0.01%
200