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
76
$2.88M 0.36%
46,070
+35
77
$2.79M 0.35%
50,047
-1,522
78
$2.78M 0.35%
29,609
+4,759
79
$2.77M 0.35%
4,814
-879
80
$2.71M 0.34%
21,183
+293
81
$2.69M 0.34%
31,710
+1,585
82
$2.68M 0.34%
12,035
+2,342
83
$2.63M 0.33%
26,022
-101
84
$2.58M 0.33%
35,814
-620
85
$2.58M 0.33%
8,419
+850
86
$2.57M 0.32%
108,430
+2,886
87
$2.47M 0.31%
10,389
-111
88
$2.46M 0.31%
52,705
+2,905
89
$2.43M 0.31%
18,431
+1,173
90
$2.37M 0.3%
19,232
+289
91
$2.36M 0.3%
5,231
-208
92
$2.36M 0.3%
9,539
+2,072
93
$2.36M 0.3%
51,645
-360
94
$2.32M 0.29%
37,016
-1,337
95
$2.23M 0.28%
44,901
+1,611
96
$2.21M 0.28%
9,754
+618
97
$2.2M 0.28%
8,478
-18
98
$2.14M 0.27%
78,490
+2,500
99
$2.14M 0.27%
10,908
-21,878
100
$2.1M 0.27%
9,914
+3,326
2 3
4
5 6