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
901
$3.08K ﹤0.01%
+23
902
$3.07K ﹤0.01%
+115
903
$3.05K ﹤0.01%
+39
904
$3.05K ﹤0.01%
250
905
$3.03K ﹤0.01%
64
906
$2.97K ﹤0.01%
+500
907
$2.97K ﹤0.01%
18
908
$2.93K ﹤0.01%
50
909
$2.9K ﹤0.01%
20
910
$2.85K ﹤0.01%
+20
911
$2.84K ﹤0.01%
100
912
$2.83K ﹤0.01%
30
913
$2.81K ﹤0.01%
+20
914
$2.68K ﹤0.01%
+59
915
$2.67K ﹤0.01%
132
916
$2.67K ﹤0.01%
+8
917
$2.66K ﹤0.01%
42
918
$2.59K ﹤0.01%
+200
919
$2.58K ﹤0.01%
48
+17
920
$2.57K ﹤0.01%
+450
921
$2.57K ﹤0.01%
38
922
$2.52K ﹤0.01%
400
923
$2.5K ﹤0.01%
+10
924
$2.5K ﹤0.01%
211
925
$2.43K ﹤0.01%
300
35 36
37
38 39