AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
751
$9.89K ﹤0.01%
357
752
$9.87K ﹤0.01%
+131
753
$9.79K ﹤0.01%
100
754
$9.69K ﹤0.01%
57
755
$9.55K ﹤0.01%
4,100
+1,500
756
$9.55K ﹤0.01%
+100
757
$9.51K ﹤0.01%
72
758
$9.47K ﹤0.01%
+81
759
$9.41K ﹤0.01%
50
760
$9.34K ﹤0.01%
56
761
$9.3K ﹤0.01%
900
762
$9.27K ﹤0.01%
40
-5
763
$9.23K ﹤0.01%
115
+65
764
$9.23K ﹤0.01%
400
765
$9.17K ﹤0.01%
350
766
$9.16K ﹤0.01%
400
767
$9.13K ﹤0.01%
425
768
$8.95K ﹤0.01%
740
769
$8.82K ﹤0.01%
100
770
$8.77K ﹤0.01%
264
771
$8.71K ﹤0.01%
200
772
$8.7K ﹤0.01%
61
773
$8.69K ﹤0.01%
47
774
$8.6K ﹤0.01%
50
775
$8.55K ﹤0.01%
200
29 30
31
32 33