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
901
$3.41K ﹤0.01%
100
902
$3.3K ﹤0.01%
106
903
$3.26K ﹤0.01%
191
904
$3.24K ﹤0.01%
48
905
$3.24K ﹤0.01%
87
906
$3.23K ﹤0.01%
+68
907
$3.21K ﹤0.01%
36
-164
908
$3.14K ﹤0.01%
59
-21
909
$3.13K ﹤0.01%
108
910
$3.1K ﹤0.01%
300
911
$3.07K ﹤0.01%
22
912
$2.97K ﹤0.01%
51
913
$2.92K ﹤0.01%
200
914
$2.91K ﹤0.01%
10
915
$2.84K ﹤0.01%
39
916
$2.81K ﹤0.01%
50
917
$2.77K ﹤0.01%
30
918
$2.7K ﹤0.01%
10
919
$2.66K ﹤0.01%
200
920
$2.55K ﹤0.01%
42
921
$2.55K ﹤0.01%
44
922
$2.54K ﹤0.01%
24
-11
923
$2.52K ﹤0.01%
41
924
$2.46K ﹤0.01%
40
925
$2.38K ﹤0.01%
80
35 36
37
38 39