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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.75M 0.18%
7,670
+25
127
$1.73M 0.18%
3,805
+4
128
$1.71M 0.18%
6,024
+918
129
$1.71M 0.18%
2,989
-1
130
$1.71M 0.18%
8,362
+564
131
$1.71M 0.18%
13,900
+58
132
$1.69M 0.18%
19,702
133
$1.68M 0.18%
13,090
+266
134
$1.67M 0.18%
9,608
-6,746
135
$1.66M 0.17%
7,248
-1
136
$1.65M 0.17%
4,554
+79
137
$1.6M 0.17%
9,076
+1,318
138
$1.58M 0.17%
18,582
+434
139
$1.56M 0.16%
8,707
+1
140
$1.55M 0.16%
59,390
-11,230
141
$1.53M 0.16%
6,139
-1,794
142
$1.53M 0.16%
9,990
-63
143
$1.5M 0.16%
7,877
+1,466
144
$1.5M 0.16%
15,417
+600
145
$1.5M 0.16%
2,303
+224
146
$1.47M 0.15%
21,398
+1,070
147
$1.47M 0.15%
5,470
-61
148
$1.45M 0.15%
5,143
+10
149
$1.41M 0.15%
1,460
+80
150
$1.37M 0.14%
3,222
-37
4 5
6
7 8