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
776
$8.48K ﹤0.01%
200
777
$8.43K ﹤0.01%
225
-1
778
$8.38K ﹤0.01%
100
-20
779
$8.3K ﹤0.01%
900
780
$8.23K ﹤0.01%
148
781
$8.08K ﹤0.01%
175
782
$8.04K ﹤0.01%
775
783
$8.03K ﹤0.01%
61
-26
784
$7.98K ﹤0.01%
40
785
$7.88K ﹤0.01%
+350
786
$7.81K ﹤0.01%
50
-37
787
$7.64K ﹤0.01%
218
-42
788
$7.62K ﹤0.01%
350
789
$7.59K ﹤0.01%
52
+5
790
$7.58K ﹤0.01%
150
791
$7.5K ﹤0.01%
375
792
$7.48K ﹤0.01%
45
793
$7.41K ﹤0.01%
100
-118
794
$7.33K ﹤0.01%
400
795
$7.28K ﹤0.01%
200
796
$7.17K ﹤0.01%
500
797
$7.09K ﹤0.01%
+550
798
$7.07K ﹤0.01%
+65
799
$7.04K ﹤0.01%
500
800
$7.01K ﹤0.01%
350
30 31
32
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