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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$5.97K ﹤0.01%
250
852
$5.77K ﹤0.01%
117
-399
853
$5.76K ﹤0.01%
75
854
$5.68K ﹤0.01%
+101
855
$5.67K ﹤0.01%
86
856
$5.66K ﹤0.01%
650
+4
857
$5.62K ﹤0.01%
100
858
$5.61K ﹤0.01%
53
859
$5.26K ﹤0.01%
58
860
$5.25K ﹤0.01%
250
861
$5.22K ﹤0.01%
+32
862
$5.22K ﹤0.01%
400
863
$5.1K ﹤0.01%
+64
864
$5.06K ﹤0.01%
422
865
$5.04K ﹤0.01%
17
+2
866
$4.98K ﹤0.01%
126
867
$4.93K ﹤0.01%
+17
868
$4.83K ﹤0.01%
150
869
$4.82K ﹤0.01%
1,920
-1,000
870
$4.79K ﹤0.01%
+300
871
$4.64K ﹤0.01%
300
872
$4.61K ﹤0.01%
220
873
$4.59K ﹤0.01%
35
874
$4.58K ﹤0.01%
550
875
$4.45K ﹤0.01%
114
33 34
35
36 37