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
851
$3.27K ﹤0.01%
9
852
$3.2K ﹤0.01%
13
853
$3.14K ﹤0.01%
109
-19
854
$3.13K ﹤0.01%
200
855
$3.11K ﹤0.01%
22
856
$3.06K ﹤0.01%
35
857
$3.06K ﹤0.01%
+100
858
$3.02K ﹤0.01%
15
859
$3.02K ﹤0.01%
103
860
$2.98K ﹤0.01%
50
861
$2.97K ﹤0.01%
250
862
$2.92K ﹤0.01%
+250
863
$2.9K ﹤0.01%
10
864
$2.83K ﹤0.01%
100
865
$2.79K ﹤0.01%
20
866
$2.77K ﹤0.01%
66
867
$2.75K ﹤0.01%
100
868
$2.64K ﹤0.01%
26
869
$2.64K ﹤0.01%
86
870
$2.54K ﹤0.01%
52
871
$2.5K ﹤0.01%
220
872
$2.48K ﹤0.01%
40
873
$2.42K ﹤0.01%
40
874
$2.4K ﹤0.01%
+51
875
$2.34K ﹤0.01%
25
33 34
35
36 37