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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.45M 0.2%
20,393
127
$1.44M 0.2%
20,797
+530
128
$1.42M 0.19%
9,313
+1
129
$1.4M 0.19%
15,959
+2,297
130
$1.39M 0.19%
5,746
-911
131
$1.38M 0.19%
78,836
-19,250
132
$1.37M 0.19%
4,782
+448
133
$1.35M 0.18%
20,921
-400
134
$1.31M 0.18%
47,310
-32,230
135
$1.31M 0.18%
3,797
+8
136
$1.27M 0.17%
19,095
-275
137
$1.2M 0.16%
22,989
+6,758
138
$1.2M 0.16%
33,613
+32,653
139
$1.18M 0.16%
5,574
-300
140
$1.18M 0.16%
11,343
-50
141
$1.16M 0.16%
4,784
-32
142
$1.16M 0.16%
5,087
143
$1.14M 0.15%
7,665
-1,107
144
$1.13M 0.15%
18,299
+2,045
145
$1.12M 0.15%
58,288
+8,349
146
$1.12M 0.15%
3,422
+64
147
$1.11M 0.15%
2,840
+91
148
$1.09M 0.15%
8,405
+25
149
$1.09M 0.15%
23,976
-106
150
$1.06M 0.14%
28,137
+128
4 5
6
7 8