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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3.13K ﹤0.01%
51
-14
877
$3.12K ﹤0.01%
108
878
$3.11K ﹤0.01%
30
879
$2.97K ﹤0.01%
10
880
$2.96K ﹤0.01%
38
881
$2.94K ﹤0.01%
200
882
$2.9K ﹤0.01%
39
883
$2.84K ﹤0.01%
108
+9
884
$2.8K ﹤0.01%
132
885
$2.79K ﹤0.01%
250
886
$2.79K ﹤0.01%
+215
887
$2.75K ﹤0.01%
50
888
$2.7K ﹤0.01%
25
889
$2.68K ﹤0.01%
200
-400
890
$2.63K ﹤0.01%
300
891
$2.59K ﹤0.01%
42
892
$2.59K ﹤0.01%
425
893
$2.57K ﹤0.01%
40
894
$2.56K ﹤0.01%
48
895
$2.56K ﹤0.01%
50
896
$2.47K ﹤0.01%
10
897
$2.35K ﹤0.01%
8
898
$2.29K ﹤0.01%
450
899
$2.28K ﹤0.01%
20
900
$2.25K ﹤0.01%
55
34 35
36
37 38