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
801
$4.79K ﹤0.01%
40
802
$4.75K ﹤0.01%
408
803
$4.75K ﹤0.01%
150
804
$4.74K ﹤0.01%
150
805
$4.71K ﹤0.01%
46
806
$4.65K ﹤0.01%
145
807
$4.6K ﹤0.01%
27
808
$4.59K ﹤0.01%
296
+20
809
$4.55K ﹤0.01%
50
810
$4.52K ﹤0.01%
52
811
$4.42K ﹤0.01%
80
812
$4.42K ﹤0.01%
80
813
$4.4K ﹤0.01%
81
814
$4.39K ﹤0.01%
133
815
$4.37K ﹤0.01%
150
816
$4.34K ﹤0.01%
205
817
$4.32K ﹤0.01%
100
818
$4.31K ﹤0.01%
310
819
$4.3K ﹤0.01%
+69
820
$4.27K ﹤0.01%
320
821
$4.19K ﹤0.01%
200
822
$4.19K ﹤0.01%
104
823
$4.11K ﹤0.01%
500
824
$4.1K ﹤0.01%
47
+1
825
$4.1K ﹤0.01%
57