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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.37M 0.14%
10,751
-3,078
152
$1.35M 0.14%
11,177
-730
153
$1.31M 0.14%
3,794
+1,402
154
$1.3M 0.14%
61,830
+3,852
155
$1.29M 0.14%
4,128
+3,113
156
$1.29M 0.14%
14,108
+64
157
$1.24M 0.13%
2,979
+304
158
$1.24M 0.13%
21,451
-249
159
$1.23M 0.13%
21,429
-42
160
$1.2M 0.13%
3,052
+12
161
$1.2M 0.13%
61,292
-360
162
$1.18M 0.12%
8,609
+15
163
$1.17M 0.12%
27,561
+78
164
$1.16M 0.12%
8,550
-65
165
$1.13M 0.12%
2,438
+476
166
$1.12M 0.12%
12,460
167
$1.11M 0.12%
9,850
168
$1.09M 0.11%
17,985
-20
169
$1.07M 0.11%
36,840
+150
170
$1.07M 0.11%
2,729
+461
171
$1.06M 0.11%
3,514
+97
172
$1.06M 0.11%
67,130
173
$1.05M 0.11%
5,825
+27
174
$1.04M 0.11%
29,044
-491
175
$1.04M 0.11%
5,401
-53
5 6
7
8 9