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
826
$5.55K ﹤0.01%
50
827
$5.54K ﹤0.01%
150
828
$5.51K ﹤0.01%
50
829
$5.48K ﹤0.01%
592
830
$5.46K ﹤0.01%
150
-500
831
$5.4K ﹤0.01%
54
832
$5.34K ﹤0.01%
13
833
$5.27K ﹤0.01%
100
+50
834
$5.24K ﹤0.01%
66
835
$5.22K ﹤0.01%
157
-42
836
$5.22K ﹤0.01%
106
837
$5.22K ﹤0.01%
50
838
$5.22K ﹤0.01%
150
-210
839
$5.15K ﹤0.01%
50
840
$5.14K ﹤0.01%
50
841
$5.13K ﹤0.01%
24
842
$5.1K ﹤0.01%
86
843
$5.08K ﹤0.01%
20
844
$5K ﹤0.01%
+250
845
$4.98K ﹤0.01%
108
-384
846
$4.97K ﹤0.01%
50
847
$4.87K ﹤0.01%
320
848
$4.84K ﹤0.01%
45
849
$4.81K ﹤0.01%
220
850
$4.78K ﹤0.01%
+85
32 33
34
35 36