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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$8.94K ﹤0.01%
740
802
$8.9K ﹤0.01%
130
803
$8.6K ﹤0.01%
1,069
+9
804
$8.58K ﹤0.01%
200
805
$8.56K ﹤0.01%
47
806
$8.5K ﹤0.01%
+40
807
$8.46K ﹤0.01%
200
-200
808
$8.4K ﹤0.01%
+31
809
$8.32K ﹤0.01%
+37
810
$8.31K ﹤0.01%
1,096
-918
811
$8.29K ﹤0.01%
601
+200
812
$8.09K ﹤0.01%
189
813
$8.07K ﹤0.01%
740
814
$7.92K ﹤0.01%
+40
815
$7.85K ﹤0.01%
261
-260
816
$7.85K ﹤0.01%
250
+150
817
$7.84K ﹤0.01%
+176
818
$7.83K ﹤0.01%
+61
819
$7.76K ﹤0.01%
157
-138
820
$7.72K ﹤0.01%
+17
821
$7.7K ﹤0.01%
+5,000
822
$7.69K ﹤0.01%
267
+17
823
$7.58K ﹤0.01%
40
824
$7.25K ﹤0.01%
1,351
+10
825
$7.24K ﹤0.01%
75
31 32
33
34 35