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
826
$8.25K ﹤0.01%
158
-100
827
$8.13K ﹤0.01%
40
828
$7.95K ﹤0.01%
107
829
$7.84K ﹤0.01%
42
-8
830
$7.81K ﹤0.01%
740
831
$7.8K ﹤0.01%
165
832
$7.78K ﹤0.01%
1,920
833
$7.74K ﹤0.01%
205
+1
834
$7.63K ﹤0.01%
100
835
$7.61K ﹤0.01%
37
836
$7.5K ﹤0.01%
57
837
$7.47K ﹤0.01%
100
838
$7.44K ﹤0.01%
27
839
$7.36K ﹤0.01%
1,376
+8
840
$7.36K ﹤0.01%
312
-20
841
$7.33K ﹤0.01%
370
842
$7.32K ﹤0.01%
20
843
$7.18K ﹤0.01%
100
844
$7.17K ﹤0.01%
120
845
$7.15K ﹤0.01%
157
846
$7.05K ﹤0.01%
75
847
$7.04K ﹤0.01%
66
+1
848
$7.04K ﹤0.01%
41
-6
849
$6.99K ﹤0.01%
167
850
$6.86K ﹤0.01%
53
32 33
34
35 36