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
801
$6.98K ﹤0.01%
26
+17
802
$6.96K ﹤0.01%
200
-130
803
$6.77K ﹤0.01%
276
804
$6.73K ﹤0.01%
275
805
$6.71K ﹤0.01%
46
806
$6.57K ﹤0.01%
167
807
$6.35K ﹤0.01%
110
-35
808
$6.34K ﹤0.01%
145
809
$6.24K ﹤0.01%
53
-67
810
$6.2K ﹤0.01%
125
811
$6.16K ﹤0.01%
64
-4
812
$6.13K ﹤0.01%
118
813
$6.08K ﹤0.01%
46
814
$6.07K ﹤0.01%
200
815
$5.91K ﹤0.01%
617
+4
816
$5.88K ﹤0.01%
422
817
$5.87K ﹤0.01%
104
818
$5.87K ﹤0.01%
115
819
$5.84K ﹤0.01%
81
820
$5.8K ﹤0.01%
100
821
$5.79K ﹤0.01%
27
822
$5.79K ﹤0.01%
100
823
$5.73K ﹤0.01%
41
824
$5.72K ﹤0.01%
50
-2,120
825
$5.61K ﹤0.01%
35
31 32
33
34 35