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
1051
– –
-115
1052
$0 ﹤0.01%
+50
1053
– –
-100
1054
– –
-700
1055
– –
-7,040
1056
– –
-114
1057
– –
-13
1058
– –
-84
1059
– –
-200
1060
– –
-52
1061
– –
-43
1062
– –
-300
1063
– –
-500
39 40 41 42
43