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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.71M 0.35%
30,603
+1,558
77
$3.67M 0.34%
138,464
-3,673
78
$3.64M 0.34%
1,138
+38
79
$3.61M 0.34%
49,403
80
$3.57M 0.33%
81,324
-5,023
81
$3.55M 0.33%
9,861
-105
82
$3.47M 0.32%
104,067
+7,270
83
$3.39M 0.32%
8,396
-1,512
84
$3.34M 0.31%
14,217
-48
85
$3.33M 0.31%
41,097
-283
86
$3.3M 0.31%
103,506
+3,809
87
$3.3M 0.31%
76,023
-1,050
88
$3.29M 0.31%
11,343
-1,213
89
$3.28M 0.31%
55,370
-845
90
$3.17M 0.3%
9,697
+28
91
$3.14M 0.29%
115,007
-544
92
$3.13M 0.29%
53,799
-100
93
$3.13M 0.29%
27,640
+568
94
$3.07M 0.29%
16,581
-200
95
$3.06M 0.29%
20,143
-3,844
96
$3.06M 0.29%
41,347
+4,623
97
$3M 0.28%
604
+141
98
$2.97M 0.28%
34,826
-393
99
$2.94M 0.27%
24,212
+739
100
$2.92M 0.27%
36,900
-240
2 3
4
5 6