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
76
$2.35M 0.37%
41,265
+3,193
77
$2.3M 0.36%
4,870
-59
78
$2.24M 0.35%
118,724
+17,268
79
$2.21M 0.34%
16,259
+359
80
$2.19M 0.34%
23,012
-560
81
$2.15M 0.33%
11,988
-423
82
$2.15M 0.33%
9,321
-423
83
$2.13M 0.33%
20,367
-666
84
$2.07M 0.32%
37,745
+253
85
$2.06M 0.32%
11,977
+906
86
$2.05M 0.32%
47,454
+1,230
87
$2.01M 0.31%
50,317
+1,610
88
$1.94M 0.3%
10,298
-20
89
$1.92M 0.3%
49,403
90
$1.91M 0.3%
8,331
+85
91
$1.88M 0.29%
76,033
+8,009
92
$1.88M 0.29%
50,605
-700
93
$1.87M 0.29%
13,575
+435
94
$1.85M 0.29%
28,280
+908
95
$1.81M 0.28%
7,537
-640
96
$1.8M 0.28%
11,606
+677
97
$1.77M 0.27%
4,946
+79
98
$1.76M 0.27%
68,205
+7,679
99
$1.74M 0.27%
9,900
-22
100
$1.69M 0.26%
3,493
-33
2 3
4
5 6