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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4.43K ﹤0.01%
+22
877
$4.4K ﹤0.01%
127
+8
878
$4.35K ﹤0.01%
46
879
$4.23K ﹤0.01%
100
880
$4.18K ﹤0.01%
104
881
$4.16K ﹤0.01%
17
882
$4.16K ﹤0.01%
50
883
$4.11K ﹤0.01%
+10
884
$4.1K ﹤0.01%
106
885
$4.02K ﹤0.01%
65
886
$3.97K ﹤0.01%
1,066
887
$3.94K ﹤0.01%
300
888
$3.77K ﹤0.01%
200
889
$3.75K ﹤0.01%
200
890
$3.73K ﹤0.01%
19
+11
891
$3.63K ﹤0.01%
197
892
$3.62K ﹤0.01%
25
893
$3.58K ﹤0.01%
200
894
$3.51K ﹤0.01%
+8
895
$3.35K ﹤0.01%
191
896
$3.15K ﹤0.01%
+425
897
$3.13K ﹤0.01%
50
898
$3.12K ﹤0.01%
108
899
$3.12K ﹤0.01%
87
+21
900
$3.11K ﹤0.01%
+50
34 35
36
37 38