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
951
$1.13K ﹤0.01%
184
952
$1.02K ﹤0.01%
32
953
$967 ﹤0.01%
41
954
$931 ﹤0.01%
51
955
$897 ﹤0.01%
3
956
$862 ﹤0.01%
12
957
$851 ﹤0.01%
10
958
$846 ﹤0.01%
13
959
$818 ﹤0.01%
10
960
$813 ﹤0.01%
50
961
$788 ﹤0.01%
21
-10
962
$782 ﹤0.01%
80
963
$741 ﹤0.01%
9
964
$724 ﹤0.01%
3
965
$719 ﹤0.01%
40
966
$560 ﹤0.01%
11
967
$552 ﹤0.01%
14
-100
968
$541 ﹤0.01%
+66
969
$527 ﹤0.01%
50
970
$491 ﹤0.01%
14
971
$479 ﹤0.01%
14
972
$457 ﹤0.01%
30
973
$428 ﹤0.01%
25
974
$408 ﹤0.01%
30
975
$403 ﹤0.01%
7
-8
37 38
39
40 41