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
726
$11.5K ﹤0.01%
140
727
$11.4K ﹤0.01%
24
728
$11.4K ﹤0.01%
80
729
$11.1K ﹤0.01%
300
730
$11.1K ﹤0.01%
285
731
$11K ﹤0.01%
250
732
$10.9K ﹤0.01%
62
733
$10.9K ﹤0.01%
1,112
+11
734
$10.8K ﹤0.01%
1,000
735
$10.7K ﹤0.01%
68
736
$10.7K ﹤0.01%
280
737
$10.7K ﹤0.01%
98
+75
738
$10.6K ﹤0.01%
4,000
739
$10.6K ﹤0.01%
218
740
$10.6K ﹤0.01%
26
+9
741
$10.6K ﹤0.01%
1,000
742
$10.4K ﹤0.01%
165
743
$10.4K ﹤0.01%
500
744
$10.4K ﹤0.01%
300
745
$10.3K ﹤0.01%
67
746
$10.3K ﹤0.01%
1,000
747
$10.3K ﹤0.01%
1,000
748
$10.2K ﹤0.01%
107
749
$10.1K ﹤0.01%
50
750
$10K ﹤0.01%
130