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
1076
– –
-15,000
1077
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-100
1078
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-30
1079
– –
-5,000
1080
– –
0
1081
– –
-10
1082
– –
-200
1083
– –
-7,500
1084
– –
-300
1085
– –
-1,000
1086
– –
-15,000
40 41 42 43
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