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
$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
776
$11.5K ﹤0.01%
5,400
777
$11.4K ﹤0.01%
62
778
$11.4K ﹤0.01%
900
779
$11.1K ﹤0.01%
200
780
$11.1K ﹤0.01%
57
781
$11.1K ﹤0.01%
37
782
$10.9K ﹤0.01%
24
783
$10.9K ﹤0.01%
139
-31
784
$10.6K ﹤0.01%
4,000
785
$10.5K ﹤0.01%
72
786
$10.4K ﹤0.01%
601
787
$10.3K ﹤0.01%
115
788
$10.2K ﹤0.01%
300
789
$10.1K ﹤0.01%
1,000
790
$10.1K ﹤0.01%
533
791
$10K ﹤0.01%
75
792
$9.99K ﹤0.01%
280
793
$9.96K ﹤0.01%
249
794
$9.95K ﹤0.01%
500
795
$9.88K ﹤0.01%
200
-1,000
796
$9.86K ﹤0.01%
1,000
797
$9.51K ﹤0.01%
350
798
$9.47K ﹤0.01%
61
799
$9.4K ﹤0.01%
150
800
$9.33K ﹤0.01%
200