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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.07M 0.19%
27,978
-8,251
127
$2.06M 0.19%
30,262
128
$2.02M 0.19%
4,165
+40
129
$2.02M 0.19%
7,644
-56
130
$1.96M 0.18%
11,765
+445
131
$1.94M 0.18%
25,632
+8,218
132
$1.93M 0.18%
72,583
-1,355
133
$1.92M 0.18%
3,956
+1,045
134
$1.88M 0.18%
31,198
-2,520
135
$1.87M 0.17%
13,344
-150
136
$1.81M 0.17%
16,430
-2,758
137
$1.81M 0.17%
7,010
+658
138
$1.77M 0.16%
17,756
139
$1.75M 0.16%
7,982
+183
140
$1.7M 0.16%
10,497
+309
141
$1.7M 0.16%
34,289
+3,889
142
$1.7M 0.16%
7,076
-60
143
$1.69M 0.16%
6,478
+400
144
$1.64M 0.15%
27,149
+1,033
145
$1.62M 0.15%
14,063
+3,110
146
$1.61M 0.15%
13,114
+1,294
147
$1.6M 0.15%
23,522
+1,157
148
$1.59M 0.15%
25,961
-310
149
$1.55M 0.14%
7,835
-179
150
$1.53M 0.14%
19,960
-255
4 5
6
7 8