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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$4.15K ﹤0.01%
385
852
$4.15K ﹤0.01%
50
853
$4.09K ﹤0.01%
100
854
$4.05K ﹤0.01%
104
855
$3.94K ﹤0.01%
250
856
$3.92K ﹤0.01%
+50
857
$3.89K ﹤0.01%
179
+93
858
$3.82K ﹤0.01%
100
859
$3.81K ﹤0.01%
+100
860
$3.75K ﹤0.01%
25
861
$3.71K ﹤0.01%
53
862
$3.7K ﹤0.01%
15
863
$3.65K ﹤0.01%
61
864
$3.63K ﹤0.01%
140
865
$3.63K ﹤0.01%
50
866
$3.56K ﹤0.01%
17
-76
867
$3.55K ﹤0.01%
65
868
$3.43K ﹤0.01%
200
869
$3.38K ﹤0.01%
400
+149
870
$3.37K ﹤0.01%
100
871
$3.22K ﹤0.01%
35
872
$3.1K ﹤0.01%
200
873
$3.1K ﹤0.01%
52
874
$3.06K ﹤0.01%
207
-20
875
$2.96K ﹤0.01%
220
33 34
35
36 37