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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1.22K ﹤0.01%
55
952
$1.2K ﹤0.01%
211
953
$1.17K ﹤0.01%
14
954
$1.16K ﹤0.01%
33
955
$1.03K ﹤0.01%
33
956
$1.02K ﹤0.01%
41
957
$1.01K ﹤0.01%
26
958
$973 ﹤0.01%
192
959
$947 ﹤0.01%
+30
960
$931 ﹤0.01%
44
961
$921 ﹤0.01%
100
962
$921 ﹤0.01%
7
963
$909 ﹤0.01%
15
-82
964
$871 ﹤0.01%
15
-15
965
$860 ﹤0.01%
50
-52
966
$854 ﹤0.01%
61
967
$830 ﹤0.01%
18
-7
968
$766 ﹤0.01%
+10
969
$644 ﹤0.01%
9
970
$593 ﹤0.01%
3
971
$586 ﹤0.01%
60
972
$568 ﹤0.01%
11
973
$540 ﹤0.01%
50
974
$404 ﹤0.01%
+20
975
$332 ﹤0.01%
50
37 38
39
40 41