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
101
$2.47M 0.25%
42,849
-788
102
$2.4M 0.25%
32,592
+2,146
103
$2.38M 0.24%
28,411
+2,900
104
$2.37M 0.24%
43,011
+51
105
$2.36M 0.24%
10,028
-3,276
106
$2.36M 0.24%
22,203
+1,499
107
$2.34M 0.24%
46,137
+61
108
$2.34M 0.24%
8,365
+664
109
$2.33M 0.24%
75,197
-48,539
110
$2.26M 0.23%
16,368
+15,172
111
$2.25M 0.23%
30,963
+748
112
$2.18M 0.22%
40,460
-1,500
113
$2.16M 0.22%
19,791
+99
114
$2.13M 0.22%
16,081
+539
115
$2.07M 0.21%
77,753
-3,268
116
$2.06M 0.21%
8,902
+1,232
117
$1.94M 0.2%
6,211
+187
118
$1.93M 0.2%
7,991
-619
119
$1.92M 0.2%
485
120
$1.89M 0.19%
9,309
+947
121
$1.88M 0.19%
13,150
+60
122
$1.87M 0.19%
48,637
-950
123
$1.86M 0.19%
32,044
+1,756
124
$1.8M 0.19%
9,255
-353
125
$1.78M 0.18%
3,805
3 4
5
6 7