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
926
$1.5K ﹤0.01%
21
927
$1.49K ﹤0.01%
211
928
$1.46K ﹤0.01%
49
929
$1.42K ﹤0.01%
+34
930
$1.4K ﹤0.01%
19
931
$1.39K ﹤0.01%
50
932
$1.35K ﹤0.01%
65
933
$1.31K ﹤0.01%
52
934
$1.3K ﹤0.01%
38
935
$1.23K ﹤0.01%
40
936
$1.21K ﹤0.01%
30
+8
937
$1.19K ﹤0.01%
13
938
$1.17K ﹤0.01%
+150
939
$1.12K ﹤0.01%
54
940
$1.1K ﹤0.01%
100
-250
941
$1.07K ﹤0.01%
250
942
$1.05K ﹤0.01%
25
-700
943
$998 ﹤0.01%
10
944
$997 ﹤0.01%
50
945
$982 ﹤0.01%
50
946
$921 ﹤0.01%
50
947
$907 ﹤0.01%
13
948
$894 ﹤0.01%
+34
949
$855 ﹤0.01%
7
950
$839 ﹤0.01%
17
36 37
38
39 40