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
$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
776
$8.38K ﹤0.01%
249
777
$8.38K ﹤0.01%
96
778
$8.24K ﹤0.01%
57
779
$8.18K ﹤0.01%
740
780
$8.13K ﹤0.01%
189
781
$8.12K ﹤0.01%
37
782
$8.1K ﹤0.01%
204
+1
783
$8.06K ﹤0.01%
265
+150
784
$7.93K ﹤0.01%
250
785
$7.66K ﹤0.01%
40
786
$7.6K ﹤0.01%
176
787
$7.54K ﹤0.01%
61
788
$7.54K ﹤0.01%
157
789
$7.48K ﹤0.01%
+100
790
$7.42K ﹤0.01%
1,359
+8
791
$7.39K ﹤0.01%
2,100
792
$7.38K ﹤0.01%
1,096
793
$7.34K ﹤0.01%
30
-6
794
$7.33K ﹤0.01%
40
795
$7.31K ﹤0.01%
47
796
$7.28K ﹤0.01%
27
797
$7.21K ﹤0.01%
261
798
$7.19K ﹤0.01%
41
799
$7.18K ﹤0.01%
1,100
+900
800
$7.16K ﹤0.01%
370
-130
30 31
32
33 34