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
901
$1.52K ﹤0.01%
54
902
$1.48K ﹤0.01%
20
903
$1.45K ﹤0.01%
38
904
$1.45K ﹤0.01%
300
905
$1.44K ﹤0.01%
30
906
$1.41K ﹤0.01%
50
907
$1.38K ﹤0.01%
112
908
$1.38K ﹤0.01%
15
909
$1.37K ﹤0.01%
+46
910
$1.33K ﹤0.01%
13
911
$1.33K ﹤0.01%
+50
912
$1.32K ﹤0.01%
1,500
913
$1.31K ﹤0.01%
29
914
$1.31K ﹤0.01%
33
915
$1.29K ﹤0.01%
+250
916
$1.28K ﹤0.01%
+29
917
$1.28K ﹤0.01%
52
918
$1.26K ﹤0.01%
71
919
$1.26K ﹤0.01%
200
920
$1.22K ﹤0.01%
36
-121
921
$1.18K ﹤0.01%
40
922
$1.17K ﹤0.01%
21
923
$1.11K ﹤0.01%
12
924
$1.1K ﹤0.01%
65
925
$1.07K ﹤0.01%
49
35 36
37
38 39