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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.84M 0.26%
87,879
-2,045
102
$2.76M 0.26%
31,033
+1,052
103
$2.76M 0.26%
17,800
+694
104
$2.73M 0.25%
7,401
+1,303
105
$2.7M 0.25%
10,594
+329
106
$2.68M 0.25%
9,026
+134
107
$2.64M 0.25%
4,618
+388
108
$2.53M 0.24%
14,952
+2,969
109
$2.5M 0.23%
12,756
-100
110
$2.47M 0.23%
65,697
-9,963
111
$2.37M 0.22%
63,652
112
$2.33M 0.22%
38,940
-705
113
$2.32M 0.22%
40,874
-1,542
114
$2.31M 0.22%
5,640
+893
115
$2.29M 0.21%
17,456
-3,208
116
$2.28M 0.21%
4,587
+1,542
117
$2.23M 0.21%
11,912
+279
118
$2.18M 0.2%
5,691
+1,109
119
$2.16M 0.2%
42,832
-6,688
120
$2.13M 0.2%
43,551
-126
121
$2.12M 0.2%
18,325
+3,262
122
$2.12M 0.2%
10,022
+160
123
$2.1M 0.2%
12,912
-33
124
$2.1M 0.2%
20,284
-100
125
$2.09M 0.2%
39,465
-525
3 4
5
6 7