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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.06M 0.14%
11,370
-640
152
$1.06M 0.14%
48,600
-2,199
153
$1.04M 0.14%
9,904
154
$1.04M 0.14%
13,810
-400
155
$1.04M 0.14%
8,097
+630
156
$1.04M 0.14%
13,024
-800
157
$1.04M 0.14%
2,323
+114
158
$1.03M 0.14%
13,563
+955
159
$1.02M 0.14%
12,278
+787
160
$995K 0.14%
29,228
-1,223
161
$994K 0.14%
13,469
-23
162
$985K 0.13%
26,200
-660
163
$955K 0.13%
3,120
164
$935K 0.13%
16,469
-1,449
165
$929K 0.13%
8,266
166
$923K 0.13%
7,036
+25
167
$921K 0.13%
14,360
+1,340
168
$915K 0.12%
9,226
+881
169
$909K 0.12%
30,154
+6
170
$901K 0.12%
16,843
-501
171
$897K 0.12%
17,930
-100
172
$886K 0.12%
34,190
-300
173
$884K 0.12%
6,742
-10
174
$875K 0.12%
4,220
-475
175
$869K 0.12%
3,400
-35
5 6
7
8 9