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
801
$9.31K ﹤0.01%
400
802
$9.23K ﹤0.01%
400
803
$9.21K ﹤0.01%
425
804
$9.21K ﹤0.01%
32
805
$9.2K ﹤0.01%
50
806
$9.15K ﹤0.01%
614
-24
807
$9.15K ﹤0.01%
40
808
$9.01K ﹤0.01%
37
809
$8.98K ﹤0.01%
136
-10
810
$8.87K ﹤0.01%
340
-17
811
$8.85K ﹤0.01%
+200
812
$8.67K ﹤0.01%
218
813
$8.65K ﹤0.01%
47
814
$8.64K ﹤0.01%
740
815
$8.61K ﹤0.01%
100
816
$8.55K ﹤0.01%
61
817
$8.55K ﹤0.01%
250
818
$8.48K ﹤0.01%
100
819
$8.46K ﹤0.01%
200
820
$8.45K ﹤0.01%
+126
821
$8.44K ﹤0.01%
47
822
$8.39K ﹤0.01%
50
823
$8.32K ﹤0.01%
81
+1
824
$8.28K ﹤0.01%
189
825
$8.28K ﹤0.01%
40
31 32
33
34 35