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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$4.43K ﹤0.01%
200
-200
852
$4.28K ﹤0.01%
126
853
$4.22K ﹤0.01%
46
854
$4.15K ﹤0.01%
+415
855
$4.13K ﹤0.01%
220
856
$4.09K ﹤0.01%
100
857
$4.02K ﹤0.01%
197
858
$4K ﹤0.01%
19
859
$3.94K ﹤0.01%
104
860
$3.93K ﹤0.01%
5,000
861
$3.82K ﹤0.01%
+175
862
$3.82K ﹤0.01%
22
863
$3.8K ﹤0.01%
+200
864
$3.71K ﹤0.01%
50
865
$3.66K ﹤0.01%
106
866
$3.64K ﹤0.01%
87
867
$3.62K ﹤0.01%
300
868
$3.53K ﹤0.01%
200
869
$3.42K ﹤0.01%
8
870
$3.41K ﹤0.01%
191
871
$3.32K ﹤0.01%
550
872
$3.3K ﹤0.01%
400
-400
873
$3.27K ﹤0.01%
100
-50
874
$3.24K ﹤0.01%
64
875
$3.15K ﹤0.01%
25
33 34
35
36 37