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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.39M 0.35%
9,958
-82
77
$3.33M 0.34%
13,080
-1,031
78
$3.33M 0.34%
98,968
+8,418
79
$3.32M 0.34%
33,282
-883
80
$3.3M 0.34%
100,989
+11,831
81
$3.23M 0.33%
29,330
-917
82
$3.19M 0.33%
81,435
-42,141
83
$3.17M 0.33%
81,488
+217
84
$3.14M 0.32%
10,062
-912
85
$3.14M 0.32%
27,222
+1,139
86
$3.09M 0.32%
1,042
+57
87
$3.03M 0.31%
14,095
88
$3.02M 0.31%
50,039
-1,472
89
$3.02M 0.31%
90,179
-200
90
$2.96M 0.3%
114,267
+4,830
91
$2.95M 0.3%
17,178
+14
92
$2.87M 0.3%
5,280
+95
93
$2.86M 0.29%
20,726
-560
94
$2.69M 0.28%
4,963
+204
95
$2.68M 0.28%
56,474
-864
96
$2.67M 0.27%
37,920
-1,230
97
$2.66M 0.27%
4,474
+1,485
98
$2.66M 0.27%
44,100
+7,116
99
$2.59M 0.27%
39,571
-64
100
$2.52M 0.26%
49,403
2 3
4
5 6