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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.45M 0.36%
91,074
+733
77
$3.43M 0.36%
30,247
-600
78
$3.35M 0.35%
47,302
+1,460
79
$3.35M 0.35%
90,379
80
$3.25M 0.34%
13,304
-10
81
$3.24M 0.34%
51,511
+2,011
82
$3.2M 0.34%
12,315
-165
83
$3.19M 0.33%
129,608
+2,014
84
$3.18M 0.33%
26,083
+19,407
85
$3.17M 0.33%
81,271
-1,753
86
$3.1M 0.33%
90,550
+2,905
87
$3.1M 0.33%
985
+40
88
$2.95M 0.31%
39,150
-480
89
$2.94M 0.31%
109,437
+3,414
90
$2.86M 0.3%
57,338
-70
91
$2.81M 0.29%
21,230
+950
92
$2.8M 0.29%
12,798
+302
93
$2.79M 0.29%
89,158
+3,291
94
$2.77M 0.29%
39,635
-3,017
95
$2.75M 0.29%
21,286
+474
96
$2.72M 0.29%
13,200
+18
97
$2.71M 0.28%
5,185
-47
98
$2.67M 0.28%
17,164
99
$2.67M 0.28%
46,076
+60
100
$2.65M 0.28%
49,403
2 3
4
5 6