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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.35M 0.14%
11,398
+221
152
$1.34M 0.14%
5,984
+5,943
153
$1.32M 0.14%
7,650
-227
154
$1.28M 0.13%
3,052
155
$1.28M 0.13%
21,440
+11
156
$1.26M 0.13%
5,302
-168
157
$1.25M 0.13%
1,221
+211
158
$1.24M 0.13%
7,802
-6,388
159
$1.23M 0.13%
27,764
+203
160
$1.23M 0.13%
10,733
-18
161
$1.23M 0.13%
20,747
-5,435
162
$1.22M 0.13%
12,523
+63
163
$1.2M 0.12%
62,256
+964
164
$1.18M 0.12%
8,610
+1
165
$1.17M 0.12%
3,902
+1,173
166
$1.17M 0.12%
2,656
+218
167
$1.15M 0.12%
19,542
+1,781
168
$1.13M 0.12%
20,772
-679
169
$1.12M 0.11%
873
+144
170
$1.07M 0.11%
9,840
+634
171
$1.06M 0.11%
21,100
+17,500
172
$1.04M 0.11%
35,835
-1,005
173
$1.03M 0.11%
63,655
-3,475
174
$1.01M 0.1%
1,286
+96
175
$1M 0.1%
9,850
5 6
7
8 9