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
926
$1.05K ﹤0.01%
50
927
$1.05K ﹤0.01%
242
-1,868
928
$1.04K ﹤0.01%
275
929
$1.04K ﹤0.01%
55
930
$1.04K ﹤0.01%
50
931
$1.01K ﹤0.01%
50
932
$991 ﹤0.01%
+50
933
$984 ﹤0.01%
119
-20
934
$964 ﹤0.01%
40
935
$939 ﹤0.01%
211
936
$937 ﹤0.01%
25
937
$932 ﹤0.01%
+191
938
$903 ﹤0.01%
+258
939
$882 ﹤0.01%
17
-67
940
$874 ﹤0.01%
26
941
$852 ﹤0.01%
41
-100
942
$843 ﹤0.01%
+121
943
$832 ﹤0.01%
10
944
$785 ﹤0.01%
30
945
$746 ﹤0.01%
10
946
$740 ﹤0.01%
7
947
$734 ﹤0.01%
13
948
$729 ﹤0.01%
184
-4
949
$723 ﹤0.01%
15
950
$684 ﹤0.01%
50
36 37
38
39 40