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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$307 ﹤0.01%
79
977
$299 ﹤0.01%
17
978
$286 ﹤0.01%
5
-21
979
$132 ﹤0.01%
5
980
$83 ﹤0.01%
13
981
$10 ﹤0.01%
1
982
– –
-1,688
983
– –
-16
984
– –
-226
985
– –
-40
986
– –
-16
987
– –
-36
988
– –
-200
989
– –
-20
990
– –
-14
991
– –
-1,685
992
– –
-766
993
– –
-300
994
– –
-300
995
– –
-100
996
– –
-4,000
997
– –
-532
998
– –
-251
999
– –
-434
1000
– –
-930
38 39
40
41 42