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
926
$2.38K ﹤0.01%
80
927
$2.36K ﹤0.01%
25
928
$2.35K ﹤0.01%
46
+1
929
$2.28K ﹤0.01%
80
930
$2.23K ﹤0.01%
94
931
$2.22K ﹤0.01%
36
932
$2.2K ﹤0.01%
200
933
$2.2K ﹤0.01%
+15
934
$2.15K ﹤0.01%
99
935
$2.12K ﹤0.01%
75
936
$2.1K ﹤0.01%
56
+31
937
$2.08K ﹤0.01%
+40
938
$2.07K ﹤0.01%
20
939
$2.05K ﹤0.01%
81
940
$2.04K ﹤0.01%
+7
941
$2.03K ﹤0.01%
+55
942
$2.02K ﹤0.01%
30
943
$1.99K ﹤0.01%
+15
944
$1.94K ﹤0.01%
103
-21
945
$1.93K ﹤0.01%
+7
946
$1.88K ﹤0.01%
46
947
$1.87K ﹤0.01%
12
948
$1.86K ﹤0.01%
+15
949
$1.85K ﹤0.01%
+10
950
$1.81K ﹤0.01%
95
36 37
38
39 40