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
826
$4.06K ﹤0.01%
86
827
$4.06K ﹤0.01%
50
828
$4.03K ﹤0.01%
53
829
$3.98K ﹤0.01%
125
830
$3.98K ﹤0.01%
126
831
$3.96K ﹤0.01%
40
832
$3.9K ﹤0.01%
58
833
$3.84K ﹤0.01%
145
-4,628
834
$3.82K ﹤0.01%
25
835
$3.79K ﹤0.01%
123
-290
836
$3.79K ﹤0.01%
100
837
$3.76K ﹤0.01%
50
838
$3.75K ﹤0.01%
250
839
$3.74K ﹤0.01%
+61
840
$3.62K ﹤0.01%
100
841
$3.61K ﹤0.01%
46
842
$3.58K ﹤0.01%
215
843
$3.58K ﹤0.01%
38
-11
844
$3.46K ﹤0.01%
100
845
$3.45K ﹤0.01%
500
846
$3.41K ﹤0.01%
26
847
$3.36K ﹤0.01%
118
848
$3.33K ﹤0.01%
250
849
$3.29K ﹤0.01%
106
850
$3.29K ﹤0.01%
65
32 33
34
35 36