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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.97M 0.27%
10,358
+181
102
$1.95M 0.27%
49,403
103
$1.95M 0.27%
31,066
+1,529
104
$1.89M 0.26%
19,320
+178
105
$1.87M 0.25%
76,770
+5,337
106
$1.87M 0.25%
54,076
+5,380
107
$1.85M 0.25%
17,809
-835
108
$1.84M 0.25%
21,066
+1,564
109
$1.81M 0.25%
3,828
110
$1.81M 0.25%
9,170
+924
111
$1.8M 0.24%
8,035
+48
112
$1.78M 0.24%
23,912
+88
113
$1.74M 0.24%
3,783
+280
114
$1.7M 0.23%
32,807
+5,006
115
$1.69M 0.23%
4,905
+545
116
$1.69M 0.23%
10,221
-48
117
$1.66M 0.23%
3,426
-199
118
$1.66M 0.23%
4,305
-310
119
$1.66M 0.23%
8,766
+129
120
$1.65M 0.22%
671
+14
121
$1.62M 0.22%
7,711
+324
122
$1.6M 0.22%
9,642
+983
123
$1.58M 0.22%
13,797
+175
124
$1.54M 0.21%
579
125
$1.46M 0.2%
10,582
+632
3 4
5
6 7