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
826
$5.89K ﹤0.01%
120
827
$5.83K ﹤0.01%
601
828
$5.72K ﹤0.01%
86
829
$5.65K ﹤0.01%
655
+5
830
$5.55K ﹤0.01%
1,082
+13
831
$5.46K ﹤0.01%
145
832
$5.44K ﹤0.01%
+50
833
$5.43K ﹤0.01%
100
834
$5.41K ﹤0.01%
+102
835
$5.31K ﹤0.01%
1,067
+1
836
$5.31K ﹤0.01%
58
837
$5.21K ﹤0.01%
422
838
$5.17K ﹤0.01%
107
-300
839
$5.11K ﹤0.01%
35
840
$5.02K ﹤0.01%
+200
841
$4.97K ﹤0.01%
53
842
$4.92K ﹤0.01%
250
843
$4.89K ﹤0.01%
17
844
$4.83K ﹤0.01%
79
-999
845
$4.73K ﹤0.01%
150
846
$4.7K ﹤0.01%
1,920
847
$4.7K ﹤0.01%
300
848
$4.63K ﹤0.01%
17
849
$4.6K ﹤0.01%
99
+40
850
$4.44K ﹤0.01%
17
32 33
34
35 36