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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$6.86K ﹤0.01%
200
852
$6.69K ﹤0.01%
124
853
$6.6K ﹤0.01%
30
854
$6.53K ﹤0.01%
200
855
$6.37K ﹤0.01%
176
856
$6.34K ﹤0.01%
250
857
$6.32K ﹤0.01%
117
858
$6.31K ﹤0.01%
125
859
$6.12K ﹤0.01%
40
860
$6.07K ﹤0.01%
86
861
$5.85K ﹤0.01%
1,106
+12
862
$5.85K ﹤0.01%
78
-110
863
$5.77K ﹤0.01%
17
864
$5.72K ﹤0.01%
31
865
$5.66K ﹤0.01%
220
866
$5.62K ﹤0.01%
100
867
$5.57K ﹤0.01%
+150
868
$5.48K ﹤0.01%
100
869
$5.41K ﹤0.01%
200
870
$5.36K ﹤0.01%
126
871
$5.33K ﹤0.01%
170
-260
872
$5.3K ﹤0.01%
86
873
$5.25K ﹤0.01%
5,000
874
$5.22K ﹤0.01%
754
+348
875
$5.09K ﹤0.01%
17
-4
33 34
35
36 37