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
101
$2.53M 0.26%
36,984
+5,218
102
$2.5M 0.26%
43,637
-134
103
$2.48M 0.26%
19,692
-319
104
$2.47M 0.26%
4,759
+208
105
$2.43M 0.25%
15,542
+713
106
$2.35M 0.25%
11,489
+128
107
$2.33M 0.24%
30,215
+600
108
$2.3M 0.24%
25,975
+318
109
$2.22M 0.23%
20,704
+1,313
110
$2.21M 0.23%
25,511
+1,006
111
$2.2M 0.23%
30,446
+8,350
112
$2.2M 0.23%
41,960
+135
113
$2.16M 0.23%
42,960
+1,501
114
$2.15M 0.23%
8,610
-151
115
$2.13M 0.22%
49,587
-427
116
$2.09M 0.22%
26,182
+2,291
117
$2.05M 0.21%
81,021
-8,396
118
$2.03M 0.21%
7,701
+555
119
$2.03M 0.21%
30,288
+1,182
120
$1.99M 0.21%
14,190
+4,943
121
$1.95M 0.2%
11,987
+486
122
$1.94M 0.2%
5,600
+422
123
$1.88M 0.2%
29,426
-3,489
124
$1.86M 0.2%
14,112
-241
125
$1.76M 0.18%
485
3 4
5
6 7