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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$11.1K ﹤0.01%
4,000
727
$11.1K ﹤0.01%
47
728
$11.1K ﹤0.01%
+1,000
729
$11K ﹤0.01%
115
-25
730
$10.9K ﹤0.01%
50
731
$10.9K ﹤0.01%
202
732
$10.9K ﹤0.01%
138
733
$10.8K ﹤0.01%
70
734
$10.8K ﹤0.01%
1,000
735
$10.7K ﹤0.01%
848
736
$10.6K ﹤0.01%
140
737
$10.6K ﹤0.01%
200
738
$10.6K ﹤0.01%
300
739
$10.6K ﹤0.01%
270
740
$10.5K ﹤0.01%
1,969
+7
741
$10.5K ﹤0.01%
258
742
$10.4K ﹤0.01%
1,000
743
$10.4K ﹤0.01%
1,000
744
$10.3K ﹤0.01%
40
-20
745
$10.2K ﹤0.01%
1,200
746
$10.2K ﹤0.01%
+175
747
$10.1K ﹤0.01%
91
-340
748
$10.1K ﹤0.01%
2,014
-200
749
$9.96K ﹤0.01%
1,500
750
$9.94K ﹤0.01%
300
28 29
30
31 32