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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.74M 0.18%
19,532
-170
127
$1.74M 0.18%
10,835
-1,152
128
$1.74M 0.18%
8,776
-300
129
$1.72M 0.18%
5,661
+61
130
$1.64M 0.17%
10,450
+8,732
131
$1.63M 0.17%
4,368
+574
132
$1.58M 0.16%
4,768
+214
133
$1.57M 0.16%
7,181
-67
134
$1.55M 0.16%
5,335
+192
135
$1.55M 0.16%
13,033
-867
136
$1.53M 0.16%
24,392
+11,042
137
$1.53M 0.16%
22,298
+900
138
$1.51M 0.16%
15,074
-343
139
$1.5M 0.15%
8,614
-93
140
$1.49M 0.15%
5,961
-178
141
$1.49M 0.15%
2,265
-38
142
$1.48M 0.15%
3,277
+298
143
$1.46M 0.15%
92,905
+62,076
144
$1.43M 0.15%
10,447
+457
145
$1.41M 0.15%
67,863
+6,033
146
$1.4M 0.14%
3,137
-85
147
$1.38M 0.14%
12,758
-1,354
148
$1.38M 0.14%
18,082
-500
149
$1.37M 0.14%
7,910
-640
150
$1.35M 0.14%
52,056
-7,334
4 5
6
7 8