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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.18M 0.15%
31,150
-558
152
$1.17M 0.15%
10,081
+2,386
153
$1.15M 0.15%
23,201
+29
154
$1.15M 0.15%
21,445
155
$1.14M 0.14%
28,887
+102
156
$1.12M 0.14%
47,593
+1
157
$1.12M 0.14%
3,320
158
$1.09M 0.14%
14,390
159
$1.08M 0.14%
12,098
+1,542
160
$1.08M 0.14%
5,641
161
$1.08M 0.14%
5,147
+35
162
$1.05M 0.13%
24,982
+4,739
163
$1.03M 0.13%
22,517
164
$1.01M 0.13%
13,563
+60
165
$1.01M 0.13%
7,583
+260
166
$1.01M 0.13%
4,066
-35
167
$1M 0.13%
32,020
+464
168
$997K 0.13%
8,341
169
$992K 0.13%
2,063
+132
170
$990K 0.13%
11,050
171
$985K 0.12%
13,131
-142
172
$985K 0.12%
2,984
+238
173
$966K 0.12%
7,378
+230
174
$966K 0.12%
16,771
+5,281
175
$949K 0.12%
36,785
+2,405
5 6
7
8 9