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
901
$2.2K ﹤0.01%
80
902
$2.18K ﹤0.01%
15
903
$2.13K ﹤0.01%
+140
904
$2.13K ﹤0.01%
80
-13,339
905
$2.12K ﹤0.01%
211
906
$2.09K ﹤0.01%
15
907
$2.09K ﹤0.01%
94
908
$2.06K ﹤0.01%
35
-60
909
$2.03K ﹤0.01%
81
910
$2.02K ﹤0.01%
46
911
$2.02K ﹤0.01%
12
912
$2.01K ﹤0.01%
595
+530
913
$2K ﹤0.01%
10
914
$1.98K ﹤0.01%
75
915
$1.97K ﹤0.01%
28
-36
916
$1.97K ﹤0.01%
400
917
$1.94K ﹤0.01%
56
918
$1.93K ﹤0.01%
7
919
$1.91K ﹤0.01%
46
920
$1.83K ﹤0.01%
7
921
$1.81K ﹤0.01%
20
922
$1.76K ﹤0.01%
200
923
$1.72K ﹤0.01%
200
924
$1.7K ﹤0.01%
103
925
$1.69K ﹤0.01%
40
35 36
37
38 39