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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3.5K ﹤0.01%
100
877
$3.45K ﹤0.01%
52
878
$3.39K ﹤0.01%
250
879
$3.37K ﹤0.01%
+34
880
$3.25K ﹤0.01%
26
-120
881
$3.21K ﹤0.01%
39
882
$3.2K ﹤0.01%
+22
883
$3.16K ﹤0.01%
67
884
$3.08K ﹤0.01%
15
885
$3.06K ﹤0.01%
52
886
$2.82K ﹤0.01%
5
887
$2.79K ﹤0.01%
100
888
$2.71K ﹤0.01%
20
889
$2.7K ﹤0.01%
1,500
890
$2.65K ﹤0.01%
100
891
$2.62K ﹤0.01%
105
892
$2.62K ﹤0.01%
50
893
$2.61K ﹤0.01%
100
894
$2.61K ﹤0.01%
10
895
$2.59K ﹤0.01%
35
896
$2.53K ﹤0.01%
382
897
$2.5K ﹤0.01%
1,000
-500
898
$2.42K ﹤0.01%
94
899
$2.39K ﹤0.01%
50
900
$2.35K ﹤0.01%
275
34 35
36
37 38