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
926
$1.65K ﹤0.01%
35
927
$1.64K ﹤0.01%
44
928
$1.63K ﹤0.01%
4
929
$1.58K ﹤0.01%
90
930
$1.58K ﹤0.01%
+1
931
$1.57K ﹤0.01%
40
932
$1.54K ﹤0.01%
15
933
$1.52K ﹤0.01%
30
934
$1.5K ﹤0.01%
15
+5
935
$1.48K ﹤0.01%
200
936
$1.48K ﹤0.01%
25
-1
937
$1.45K ﹤0.01%
50
938
$1.44K ﹤0.01%
30
939
$1.4K ﹤0.01%
95
940
$1.37K ﹤0.01%
50
941
$1.36K ﹤0.01%
+65
942
$1.36K ﹤0.01%
50
943
$1.34K ﹤0.01%
13
944
$1.34K ﹤0.01%
+25
945
$1.3K ﹤0.01%
16
946
$1.25K ﹤0.01%
40
947
$1.22K ﹤0.01%
36
948
$1.21K ﹤0.01%
17
949
$1.19K ﹤0.01%
355
950
$1.14K ﹤0.01%
25
36 37
38
39 40