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
951
$1.74K ﹤0.01%
+4
952
$1.7K ﹤0.01%
26
953
$1.68K ﹤0.01%
44
954
$1.61K ﹤0.01%
90
955
$1.59K ﹤0.01%
30
956
$1.55K ﹤0.01%
40
957
$1.54K ﹤0.01%
+40
958
$1.53K ﹤0.01%
+355
959
$1.51K ﹤0.01%
+500
960
$1.51K ﹤0.01%
+35
961
$1.48K ﹤0.01%
50
962
$1.46K ﹤0.01%
200
963
$1.46K ﹤0.01%
+100
964
$1.44K ﹤0.01%
50
965
$1.43K ﹤0.01%
200
966
$1.42K ﹤0.01%
+36
967
$1.32K ﹤0.01%
50
968
$1.31K ﹤0.01%
31
969
$1.31K ﹤0.01%
20
970
$1.31K ﹤0.01%
500
971
$1.3K ﹤0.01%
16
972
$1.24K ﹤0.01%
13
973
$1.22K ﹤0.01%
25
974
$1.21K ﹤0.01%
10
975
$1.21K ﹤0.01%
80
37 38
39
40 41