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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2.33K ﹤0.01%
+120
877
$2.33K ﹤0.01%
67
878
$2.32K ﹤0.01%
94
879
$2.3K ﹤0.01%
61
+39
880
$2.3K ﹤0.01%
50
881
$2.28K ﹤0.01%
15
882
$2.21K ﹤0.01%
50
883
$2.2K ﹤0.01%
+142
884
$2.04K ﹤0.01%
251
885
$2.01K ﹤0.01%
40
886
$2.01K ﹤0.01%
191
887
$1.98K ﹤0.01%
+31
888
$1.93K ﹤0.01%
80
889
$1.9K ﹤0.01%
25
890
$1.85K ﹤0.01%
+46
891
$1.84K ﹤0.01%
35
892
$1.83K ﹤0.01%
+75
893
$1.83K ﹤0.01%
186
-5,963
894
$1.75K ﹤0.01%
30
895
$1.7K ﹤0.01%
80
896
$1.69K ﹤0.01%
45
897
$1.67K ﹤0.01%
25
898
$1.67K ﹤0.01%
50
899
$1.66K ﹤0.01%
100
900
$1.53K ﹤0.01%
50
34 35
36
37 38