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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1 +$8.55M
2 +$1.27M
3 +$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1 +$938K
2 +$927K
3 +$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$14.4K ﹤0.01%
95
752
$14.2K ﹤0.01%
250
753
$14.1K ﹤0.01%
246
754
$14.1K ﹤0.01%
98
755
$13.9K ﹤0.01%
1,409
-9,800
756
$13.9K ﹤0.01%
35
757
$13.7K ﹤0.01%
347
+12
758
$13.7K ﹤0.01%
200
759
$13.6K ﹤0.01%
105
760
$13.6K ﹤0.01%
75
761
$13.6K ﹤0.01%
50
762
$13.3K ﹤0.01%
1,560
+7
763
$13.2K ﹤0.01%
+100
764
$13.2K ﹤0.01%
487
+337
765
$13.2K ﹤0.01%
138
766
$12.6K ﹤0.01%
350
767
$12.5K ﹤0.01%
26
768
$12.4K ﹤0.01%
75
769
$12.3K ﹤0.01%
65
770
$12.2K ﹤0.01%
1,138
+11
771
$11.8K ﹤0.01%
500
772
$11.8K ﹤0.01%
36
773
$11.7K ﹤0.01%
81
774
$11.6K ﹤0.01%
80
775
$11.6K ﹤0.01%
285