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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.07M 0.26%
10,645
+8,470
102
$2.05M 0.26%
121,525
+3,700
103
$2.02M 0.25%
45,102
+10,099
104
$2.01M 0.25%
22,057
-561
105
$1.97M 0.25%
10,559
-359
106
$1.94M 0.24%
14,222
-25
107
$1.93M 0.24%
19,732
+5,542
108
$1.93M 0.24%
10,512
-494
109
$1.87M 0.24%
4,567
+21
110
$1.85M 0.23%
97,968
+8,106
111
$1.84M 0.23%
8,243
+353
112
$1.83M 0.23%
4,156
-400
113
$1.82M 0.23%
9,365
+330
114
$1.78M 0.22%
8,368
-342
115
$1.74M 0.22%
17,565
-157
116
$1.72M 0.22%
12,687
+3,689
117
$1.71M 0.22%
13,886
+2,787
118
$1.7M 0.21%
5,091
-155
119
$1.64M 0.21%
27,148
+8,395
120
$1.63M 0.21%
693
-41
121
$1.59M 0.2%
4,710
+401
122
$1.57M 0.2%
3,202
+224
123
$1.57M 0.2%
3,598
-14
124
$1.56M 0.2%
49,403
125
$1.55M 0.2%
11,696
+20
3 4
5
6 7