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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.66M 0.26%
19,685
-1,290
102
$1.65M 0.26%
99,280
+306
103
$1.64M 0.25%
18,039
-605
104
$1.64M 0.25%
14,567
+534
105
$1.6M 0.25%
20,186
106
$1.59M 0.25%
19,462
+1,082
107
$1.59M 0.25%
10,716
+52
108
$1.59M 0.25%
71,769
+14,829
109
$1.57M 0.24%
9,959
-5
110
$1.56M 0.24%
3,435
+172
111
$1.52M 0.24%
48,359
+1,469
112
$1.52M 0.24%
13,522
-500
113
$1.49M 0.23%
9,092
-1,384
114
$1.48M 0.23%
4,850
-141
115
$1.48M 0.23%
3,832
-125
116
$1.47M 0.23%
4,830
+9
117
$1.47M 0.23%
20,738
+874
118
$1.44M 0.22%
671
-19
119
$1.41M 0.22%
8,257
-78
120
$1.4M 0.22%
17,087
-894
121
$1.39M 0.22%
10,269
-723
122
$1.37M 0.21%
18,735
+591
123
$1.35M 0.21%
5,999
-27
124
$1.34M 0.21%
10,104
125
$1.27M 0.2%
7,774
-257
3 4
5
6 7