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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$653 ﹤0.01%
+10
952
$617 ﹤0.01%
14
953
$613 ﹤0.01%
+10
954
$589 ﹤0.01%
60
955
$556 ﹤0.01%
13
-1,500
956
$555 ﹤0.01%
500
957
$490 ﹤0.01%
56
-5
958
$478 ﹤0.01%
11
959
$453 ﹤0.01%
18
960
$420 ﹤0.01%
+21
961
$375 ﹤0.01%
+20
962
$276 ﹤0.01%
50
963
$232 ﹤0.01%
9
964
$223 ﹤0.01%
79
965
$181 ﹤0.01%
3
-13
966
$174 ﹤0.01%
50
967
$138 ﹤0.01%
17
968
$123 ﹤0.01%
3
969
$111 ﹤0.01%
12
970
$49 ﹤0.01%
+13
971
$10 ﹤0.01%
1
972
– –
-255
973
– –
0
974
– –
-5
975
– –
-1,000
37 38
39
40 41