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
976
$1.19K ﹤0.01%
200
977
$1.19K ﹤0.01%
40
978
$1.16K ﹤0.01%
+25
979
$1.15K ﹤0.01%
20
980
$1.11K ﹤0.01%
184
981
$1.1K ﹤0.01%
41
982
$1.1K ﹤0.01%
40
983
$1.05K ﹤0.01%
+9
984
$1.04K ﹤0.01%
17
985
$1.01K ﹤0.01%
+23
986
$991 ﹤0.01%
50
987
$984 ﹤0.01%
+3
988
$970 ﹤0.01%
13
989
$956 ﹤0.01%
15
+8
990
$934 ﹤0.01%
10
-240
991
$916 ﹤0.01%
+32
992
$895 ﹤0.01%
+10
993
$894 ﹤0.01%
+30
994
$876 ﹤0.01%
20
995
$872 ﹤0.01%
3
996
$866 ﹤0.01%
10
997
$849 ﹤0.01%
+12
998
$841 ﹤0.01%
51
999
$827 ﹤0.01%
+40
1000
$773 ﹤0.01%
+6
38 39
40
41 42