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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.27M 0.2%
13,741
+603
127
$1.27M 0.2%
9,310
+275
128
$1.26M 0.2%
10,223
+371
129
$1.26M 0.2%
20,751
-246
130
$1.25M 0.19%
4,868
+529
131
$1.22M 0.19%
21,772
-800
132
$1.17M 0.18%
7,867
-1,888
133
$1.1M 0.17%
90,360
+13,140
134
$1.09M 0.17%
12,101
+605
135
$1.08M 0.17%
70,388
+5,232
136
$1.08M 0.17%
5,087
-10
137
$1.08M 0.17%
21,895
-25
138
$1.03M 0.16%
3,705
+58
139
$1.02M 0.16%
49,597
+2
140
$1M 0.16%
22,901
+9,632
141
$998K 0.15%
9,396
+342
142
$987K 0.15%
11,470
+80
143
$984K 0.15%
8,780
144
$969K 0.15%
13,790
-400
145
$967K 0.15%
17,957
+4
146
$961K 0.15%
11,988
+550
147
$961K 0.15%
27,444
+1,366
148
$951K 0.15%
579
-52
149
$948K 0.15%
3,234
-118
150
$948K 0.15%
30,890
+1,403
4 5
6
7 8