AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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 +$891K
2 +$819K
3 +$545K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$509K
5
UL icon
Unilever
UL
+$447K

Top Sells

1 +$1.5M
2 +$1.36M
3 +$987K
4
AMZN icon
Amazon
AMZN
+$857K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$635K

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
1001
-230
1002
-33