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
751
$10K ﹤0.01%
408
752
$9.98K ﹤0.01%
55
753
$9.93K ﹤0.01%
+436
754
$9.82K ﹤0.01%
1,009
755
$9.79K ﹤0.01%
+237
756
$9.78K ﹤0.01%
+400
757
$9.64K ﹤0.01%
100
758
$9.63K ﹤0.01%
75
759
$9.58K ﹤0.01%
80
-154
760
$9.55K ﹤0.01%
740
761
$9.53K ﹤0.01%
400
762
$9.52K ﹤0.01%
120
763
$9.51K ﹤0.01%
400
764
$9.41K ﹤0.01%
393
765
$9.35K ﹤0.01%
180
766
$9.17K ﹤0.01%
200
767
$9.14K ﹤0.01%
1,026
768
$9.13K ﹤0.01%
280
769
$9.12K ﹤0.01%
150
770
$9.02K ﹤0.01%
+26
771
$8.99K ﹤0.01%
100
772
$8.79K ﹤0.01%
140
773
$8.77K ﹤0.01%
500
774
$8.75K ﹤0.01%
310
775
$8.55K ﹤0.01%
574