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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-50
977
– –
-275
978
– –
-200
979
– –
-32
980
– –
-575
981
– –
-75
982
– –
-39
983
– –
-200
984
– –
-100
985
– –
-230
986
– –
-33
987
– –
-235
988
– –
-1,400
989
– –
-100
990
– –
-5,824
991
– –
-32
992
– –
-148
993
– –
-166
994
– –
-1,957
995
– –
-25
996
– –
-2,900
997
– –
-101
998
– –
-200
999
– –
-115
1000
– –
-30
37 38 39
40
41