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
776
$5.97K ﹤0.01%
+210
777
$5.94K ﹤0.01%
100
+50
778
$5.9K ﹤0.01%
550
779
$5.87K ﹤0.01%
50
780
$5.82K ﹤0.01%
100
-20
781
$5.74K ﹤0.01%
100
782
$5.69K ﹤0.01%
20
783
$5.65K ﹤0.01%
54
784
$5.64K ﹤0.01%
100
785
$5.54K ﹤0.01%
41
786
$5.46K ﹤0.01%
350
-250
787
$5.43K ﹤0.01%
1,489
788
$5.38K ﹤0.01%
45
789
$5.3K ﹤0.01%
50
790
$5.29K ﹤0.01%
35
791
$5.28K ﹤0.01%
624
+3
792
$5.23K ﹤0.01%
200
793
$5.17K ﹤0.01%
64
794
$5.13K ﹤0.01%
150
795
$5K ﹤0.01%
52
796
$4.96K ﹤0.01%
61
-3
797
$4.92K ﹤0.01%
263
798
$4.86K ﹤0.01%
422
799
$4.85K ﹤0.01%
+135
800
$4.81K ﹤0.01%
50
-69
30 31
32
33 34