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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2.93K ﹤0.01%
+56
877
$2.87K ﹤0.01%
65
878
$2.86K ﹤0.01%
26
879
$2.81K ﹤0.01%
+48
880
$2.79K ﹤0.01%
20
881
$2.79K ﹤0.01%
+100
882
$2.68K ﹤0.01%
40
883
$2.63K ﹤0.01%
126
884
$2.61K ﹤0.01%
325
885
$2.61K ﹤0.01%
30
886
$2.58K ﹤0.01%
45
887
$2.58K ﹤0.01%
94
888
$2.57K ﹤0.01%
51
889
$2.56K ﹤0.01%
+42
890
$2.44K ﹤0.01%
100
891
$2.44K ﹤0.01%
100
892
$2.38K ﹤0.01%
191
893
$2.37K ﹤0.01%
+56
894
$2.27K ﹤0.01%
250
895
$2.25K ﹤0.01%
80
-8
896
$2.24K ﹤0.01%
103
897
$2.24K ﹤0.01%
20
-89
898
$2.17K ﹤0.01%
90
-1,000
899
$2.1K ﹤0.01%
10
900
$2.1K ﹤0.01%
150
+38
34 35
36
37 38