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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.63M 0.36%
31,844
+455
77
$2.57M 0.35%
75,455
+2,093
78
$2.55M 0.35%
36,544
-907
79
$2.54M 0.35%
88,977
+3,775
80
$2.52M 0.34%
119,966
+1,208
81
$2.48M 0.34%
43,890
-1,425
82
$2.48M 0.34%
80,566
-812
83
$2.48M 0.34%
19,193
-399
84
$2.45M 0.33%
31,780
+848
85
$2.39M 0.33%
10,463
+451
86
$2.39M 0.33%
12,339
+193
87
$2.29M 0.31%
11,241
-362
88
$2.28M 0.31%
14,503
+618
89
$2.28M 0.31%
76,481
+514
90
$2.27M 0.31%
10,786
+55
91
$2.27M 0.31%
40,555
-3,136
92
$2.26M 0.31%
48,100
-730
93
$2.26M 0.31%
19,761
+2,123
94
$2.25M 0.31%
8,919
+56
95
$2.19M 0.3%
11,747
+137
96
$2.13M 0.29%
18,680
+474
97
$2.11M 0.29%
15,694
+1,039
98
$2.08M 0.28%
5,090
+55
99
$2.07M 0.28%
11,646
+527
100
$2.02M 0.27%
16,427
-5
2 3
4
5 6