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
826
$7.22K ﹤0.01%
+37
827
$7.08K ﹤0.01%
+160
828
$7.05K ﹤0.01%
41
829
$7.01K ﹤0.01%
500
830
$6.98K ﹤0.01%
+47
831
$6.92K ﹤0.01%
218
832
$6.87K ﹤0.01%
203
833
$6.8K ﹤0.01%
+36
834
$6.79K ﹤0.01%
800
-264
835
$6.74K ﹤0.01%
+145
836
$6.7K ﹤0.01%
200
837
$6.64K ﹤0.01%
65
838
$6.57K ﹤0.01%
600
+100
839
$6.53K ﹤0.01%
95
+14
840
$6.45K ﹤0.01%
290
841
$6.43K ﹤0.01%
+50
842
$6.4K ﹤0.01%
44
843
$6.37K ﹤0.01%
27
844
$6.31K ﹤0.01%
100
845
$6.31K ﹤0.01%
125
846
$6.28K ﹤0.01%
+55
847
$6.11K ﹤0.01%
120
848
$6.07K ﹤0.01%
225
849
$6.06K ﹤0.01%
+86
850
$6.03K ﹤0.01%
+500
32 33
34
35 36