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
926
$2.37K ﹤0.01%
46
927
$2.37K ﹤0.01%
75
928
$2.37K ﹤0.01%
18
929
$2.35K ﹤0.01%
+347
930
$2.27K ﹤0.01%
35
931
$2.27K ﹤0.01%
15
932
$2.25K ﹤0.01%
25
933
$2.22K ﹤0.01%
250
934
$2.19K ﹤0.01%
15
935
$2.19K ﹤0.01%
7
936
$2.19K ﹤0.01%
55
937
$2.11K ﹤0.01%
80
938
$2.08K ﹤0.01%
550
939
$2.05K ﹤0.01%
211
940
$2.04K ﹤0.01%
25
941
$2.02K ﹤0.01%
81
942
$2K ﹤0.01%
7
-15
943
$1.94K ﹤0.01%
94
944
$1.93K ﹤0.01%
12
945
$1.89K ﹤0.01%
20
946
$1.85K ﹤0.01%
35
947
$1.82K ﹤0.01%
355
948
$1.82K ﹤0.01%
+21
949
$1.78K ﹤0.01%
245
+1
950
$1.76K ﹤0.01%
20
36 37
38
39 40