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
1001
$692 ﹤0.01%
50
1002
$687 ﹤0.01%
14
1003
$636 ﹤0.01%
+17
1004
$607 ﹤0.01%
21
1005
$580 ﹤0.01%
10
1006
$571 ﹤0.01%
10
1007
$566 ﹤0.01%
30
1008
$554 ﹤0.01%
+11
1009
$549 ﹤0.01%
14
1010
$433 ﹤0.01%
100
1011
$391 ﹤0.01%
25
1012
$359 ﹤0.01%
1
1013
$327 ﹤0.01%
30
1014
$319 ﹤0.01%
16
-33
1015
$279 ﹤0.01%
65
1016
$268 ﹤0.01%
3
1017
$265 ﹤0.01%
20
-11
1018
$245 ﹤0.01%
+16
1019
$206 ﹤0.01%
79
1020
$197 ﹤0.01%
56
1021
$190 ﹤0.01%
5
1022
$121 ﹤0.01%
+2
1023
$107 ﹤0.01%
2
1024
$88 ﹤0.01%
10
1025
$53 ﹤0.01%
17
39 40
41
42 43