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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.54M 0.19%
21,893
+3
127
$1.54M 0.19%
18,841
+92
128
$1.53M 0.19%
31,769
-1,393
129
$1.52M 0.19%
6,295
+9
130
$1.52M 0.19%
12,205
+3,625
131
$1.52M 0.19%
85,074
-26,558
132
$1.51M 0.19%
18,169
133
$1.46M 0.18%
19,932
+987
134
$1.46M 0.18%
21,295
-115
135
$1.45M 0.18%
10,504
136
$1.45M 0.18%
22,572
137
$1.45M 0.18%
13,895
+86
138
$1.4M 0.18%
8,464
-195
139
$1.39M 0.18%
17,953
-10
140
$1.39M 0.18%
680
+33
141
$1.38M 0.17%
52,461
+4,098
142
$1.36M 0.17%
9,200
+2,481
143
$1.36M 0.17%
8,604
+516
144
$1.35M 0.17%
8,031
145
$1.28M 0.16%
3,555
-165
146
$1.23M 0.16%
5,097
-8
147
$1.23M 0.15%
37,497
+1,993
148
$1.21M 0.15%
8,780
-555
149
$1.2M 0.15%
11,114
+1,217
150
$1.19M 0.15%
13,846
-2,156
4 5
6
7 8