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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$8.1K ﹤0.01%
+300
777
$8.07K ﹤0.01%
400
778
$8.06K ﹤0.01%
+100
779
$7.96K ﹤0.01%
740
780
$7.95K ﹤0.01%
56
+2
781
$7.78K ﹤0.01%
900
782
$7.77K ﹤0.01%
79
-147
783
$7.67K ﹤0.01%
1,489
784
$7.63K ﹤0.01%
1,034
+8
785
$7.48K ﹤0.01%
120
786
$7.46K ﹤0.01%
+269
787
$7.46K ﹤0.01%
60
-40
788
$7.46K ﹤0.01%
+189
789
$7.35K ﹤0.01%
35
790
$7.05K ﹤0.01%
100
791
$7.03K ﹤0.01%
52
792
$6.78K ﹤0.01%
100
793
$6.71K ﹤0.01%
50
794
$6.66K ﹤0.01%
150
795
$6.58K ﹤0.01%
100
796
$6.57K ﹤0.01%
1,000
797
$6.56K ﹤0.01%
560
+5
798
$6.55K ﹤0.01%
500
799
$6.53K ﹤0.01%
100
800
$6.44K ﹤0.01%
150
30 31
32
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