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
976
$392 ﹤0.01%
9
-1
977
$319 ﹤0.01%
16
978
$318 ﹤0.01%
50
-1,450
979
$266 ﹤0.01%
3
980
$250 ﹤0.01%
20
981
$216 ﹤0.01%
16
982
$201 ﹤0.01%
56
983
$184 ﹤0.01%
79
984
$173 ﹤0.01%
100
985
$169 ﹤0.01%
+12
986
$151 ﹤0.01%
5
987
$143 ﹤0.01%
2
988
$132 ﹤0.01%
2
989
$43 ﹤0.01%
+1
990
$42 ﹤0.01%
17
991
$41 ﹤0.01%
10
992
$38 ﹤0.01%
12
993
$30 ﹤0.01%
+33
994
$29 ﹤0.01%
+5
995
$26 ﹤0.01%
4
996
$7 ﹤0.01%
1
997
– –
0
998
$1 ﹤0.01%
+1
999
– –
-2,000
1000
– –
-225
38 39
40
41 42