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
851
$4.75K ﹤0.01%
50
852
$4.63K ﹤0.01%
25
-25
853
$4.63K ﹤0.01%
58
854
$4.62K ﹤0.01%
46
855
$4.62K ﹤0.01%
74
856
$4.6K ﹤0.01%
+200
857
$4.56K ﹤0.01%
84
858
$4.49K ﹤0.01%
126
859
$4.46K ﹤0.01%
57
860
$4.46K ﹤0.01%
50
861
$4.4K ﹤0.01%
100
862
$4.37K ﹤0.01%
9
863
$4.26K ﹤0.01%
49
-16
864
$4.19K ﹤0.01%
200
865
$4.16K ﹤0.01%
85
866
$4.14K ﹤0.01%
50
-1,000
867
$3.95K ﹤0.01%
80
868
$3.8K ﹤0.01%
50
869
$3.8K ﹤0.01%
215
870
$3.78K ﹤0.01%
+35
871
$3.69K ﹤0.01%
50
872
$3.69K ﹤0.01%
50
873
$3.66K ﹤0.01%
103
874
$3.64K ﹤0.01%
82
875
$3.59K ﹤0.01%
15
33 34
35
36 37