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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$394 ﹤0.01%
30
1002
$345 ﹤0.01%
50
1003
$343 ﹤0.01%
16
1004
$340 ﹤0.01%
7
1005
$269 ﹤0.01%
3
1006
$212 ﹤0.01%
2
1007
$208 ﹤0.01%
56
1008
$171 ﹤0.01%
2
1009
$160 ﹤0.01%
79
1010
$138 ﹤0.01%
1
1011
– –
0
1012
$114 ﹤0.01%
1
1013
$107 ﹤0.01%
5
1014
$79 ﹤0.01%
66
1015
$74 ﹤0.01%
17
1016
$55 ﹤0.01%
1
1017
$38 ﹤0.01%
+1
1018
$37 ﹤0.01%
1
1019
$27 ﹤0.01%
12
1020
$23 ﹤0.01%
10
1021
$20 ﹤0.01%
1
1022
$11 ﹤0.01%
4
1023
– –
-69
1024
– –
-17
1025
– –
-297
39 40
41
42 43