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
751
$7.88K ﹤0.01%
280
752
$7.76K ﹤0.01%
44
753
$7.74K ﹤0.01%
200
754
$7.56K ﹤0.01%
218
755
$7.54K ﹤0.01%
+636
756
$7.52K ﹤0.01%
500
757
$7.51K ﹤0.01%
436
758
$7.47K ﹤0.01%
26
759
$7.47K ﹤0.01%
740
760
$7.35K ﹤0.01%
175
761
$7.31K ﹤0.01%
+1,200
762
$7.29K ﹤0.01%
900
763
$7.15K ﹤0.01%
1,200
764
$7.06K ﹤0.01%
1,000
765
$6.98K ﹤0.01%
150
766
$6.91K ﹤0.01%
350
767
$6.87K ﹤0.01%
109
+89
768
$6.58K ﹤0.01%
200
769
$6.49K ﹤0.01%
+95
770
$6.16K ﹤0.01%
125
771
$6.16K ﹤0.01%
+100
772
$6.15K ﹤0.01%
1,019
+10
773
$6.13K ﹤0.01%
150
774
$6.05K ﹤0.01%
500
775
$6.03K ﹤0.01%
1,038
+12