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
901
$2.09K ﹤0.01%
31
902
$2.08K ﹤0.01%
287
-168
903
$2.01K ﹤0.01%
75
904
$1.98K ﹤0.01%
44
-130
905
$1.97K ﹤0.01%
50
906
$1.95K ﹤0.01%
80
907
$1.91K ﹤0.01%
+223
908
$1.85K ﹤0.01%
50
909
$1.81K ﹤0.01%
1,004
+840
910
$1.8K ﹤0.01%
25
911
$1.77K ﹤0.01%
83
-180
912
$1.75K ﹤0.01%
15
913
$1.75K ﹤0.01%
+200
914
$1.69K ﹤0.01%
13
915
$1.67K ﹤0.01%
36
916
$1.65K ﹤0.01%
1,500
917
$1.65K ﹤0.01%
300
918
$1.63K ﹤0.01%
20
919
$1.62K ﹤0.01%
46
920
$1.58K ﹤0.01%
40
921
$1.58K ﹤0.01%
12
922
$1.57K ﹤0.01%
30
+1
923
$1.57K ﹤0.01%
50
924
$1.55K ﹤0.01%
30
925
$1.5K ﹤0.01%
25
35 36
37
38 39