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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$5.06K ﹤0.01%
1,297
877
$5.04K ﹤0.01%
35
878
$5.02K ﹤0.01%
422
879
$5K ﹤0.01%
58
880
$4.93K ﹤0.01%
100
881
$4.85K ﹤0.01%
17
882
$4.84K ﹤0.01%
104
883
$4.77K ﹤0.01%
152
+1
884
$4.72K ﹤0.01%
25
885
$4.65K ﹤0.01%
261
886
$4.43K ﹤0.01%
+45
887
$4.41K ﹤0.01%
150
888
$4.27K ﹤0.01%
200
889
$4.27K ﹤0.01%
50
890
$4.25K ﹤0.01%
1,067
891
$4.02K ﹤0.01%
46
892
$3.95K ﹤0.01%
415
893
$3.94K ﹤0.01%
25
894
$3.88K ﹤0.01%
252
+240
895
$3.82K ﹤0.01%
400
896
$3.74K ﹤0.01%
1,200
897
$3.71K ﹤0.01%
432
+3
898
$3.65K ﹤0.01%
126
899
$3.43K ﹤0.01%
38
900
$3.42K ﹤0.01%
99
34 35
36
37 38