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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$941K 0.15%
3,548
-274
152
$922K 0.14%
9,013
+791
153
$908K 0.14%
5,025
-10
154
$895K 0.14%
11,282
-38
155
$886K 0.14%
22,993
-151
156
$880K 0.14%
36,985
157
$875K 0.14%
12,765
-485
158
$867K 0.13%
30,344
+2
159
$865K 0.13%
18,343
-99
160
$849K 0.13%
10,459
-7,710
161
$844K 0.13%
4,062
+22
162
$842K 0.13%
8,266
-75
163
$827K 0.13%
2,136
+44
164
$827K 0.13%
11,509
+2,165
165
$818K 0.13%
13,642
+50
166
$791K 0.12%
18,030
-3,460
167
$770K 0.12%
7,785
168
$760K 0.12%
6,888
169
$759K 0.12%
3,120
-200
170
$749K 0.12%
12,867
-50
171
$746K 0.12%
6,282
-550
172
$740K 0.11%
14,214
+6,314
173
$735K 0.11%
27,620
-400
174
$730K 0.11%
16,455
-297
175
$730K 0.11%
1,059
+149
5 6
7
8 9