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
951
$1.72K ﹤0.01%
30
952
$1.71K ﹤0.01%
40
953
$1.71K ﹤0.01%
50
954
$1.7K ﹤0.01%
4
955
$1.69K ﹤0.01%
28
956
$1.69K ﹤0.01%
17
957
$1.58K ﹤0.01%
+164
958
$1.56K ﹤0.01%
15
959
$1.52K ﹤0.01%
30
960
$1.5K ﹤0.01%
201
961
$1.47K ﹤0.01%
50
962
$1.46K ﹤0.01%
32
963
$1.43K ﹤0.01%
95
964
$1.4K ﹤0.01%
21
965
$1.38K ﹤0.01%
11
-10
966
$1.34K ﹤0.01%
50
967
$1.27K ﹤0.01%
40
968
$1.17K ﹤0.01%
65
969
$1.16K ﹤0.01%
25
970
$1.16K ﹤0.01%
90
971
$1.12K ﹤0.01%
200
972
$1.08K ﹤0.01%
184
973
$1.04K ﹤0.01%
200
-200
974
$1.03K ﹤0.01%
15
975
$1.03K ﹤0.01%
3
37 38
39
40 41