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
801
$7.15K ﹤0.01%
304
+37
802
$7.11K ﹤0.01%
40
803
$7.06K ﹤0.01%
+124
804
$6.93K ﹤0.01%
100
805
$6.82K ﹤0.01%
200
806
$6.66K ﹤0.01%
44
807
$6.57K ﹤0.01%
+167
808
$6.54K ﹤0.01%
37
809
$6.45K ﹤0.01%
45
+25
810
$6.42K ﹤0.01%
65
811
$6.4K ﹤0.01%
31
812
$6.4K ﹤0.01%
290
813
$6.38K ﹤0.01%
100
814
$6.37K ﹤0.01%
218
815
$6.36K ﹤0.01%
42
-12
816
$6.29K ﹤0.01%
125
817
$6.26K ﹤0.01%
+206
818
$6.19K ﹤0.01%
86
819
$6.16K ﹤0.01%
25
-250
820
$6.14K ﹤0.01%
+52
821
$6.09K ﹤0.01%
250
822
$6.07K ﹤0.01%
55
823
$6.01K ﹤0.01%
160
824
$5.96K ﹤0.01%
75
825
$5.9K ﹤0.01%
117
31 32
33
34 35