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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.5M 0.14%
2,388
-27
152
$1.43M 0.13%
7,732
+77
153
$1.43M 0.13%
14,370
-353
154
$1.4M 0.13%
41,458
-3,660
155
$1.4M 0.13%
67,931
+37
156
$1.38M 0.13%
24,825
157
$1.33M 0.12%
10,459
-317
158
$1.32M 0.12%
5,224
+31
159
$1.32M 0.12%
9,800
160
$1.27M 0.12%
3,804
-486
161
$1.25M 0.12%
63,655
162
$1.24M 0.12%
8,349
-46
163
$1.24M 0.12%
2,959
+128
164
$1.22M 0.11%
1,155
-209
165
$1.22M 0.11%
3,469
-2,666
166
$1.2M 0.11%
2,532
-520
167
$1.19M 0.11%
4,317
+1,036
168
$1.19M 0.11%
27,387
+149
169
$1.19M 0.11%
11,987
+665
170
$1.19M 0.11%
11,223
-925
171
$1.18M 0.11%
20,512
-260
172
$1.16M 0.11%
13,447
173
$1.16M 0.11%
62,474
+1,238
174
$1.14M 0.11%
8,172
175
$1.14M 0.11%
4,955
-1,084
5 6
7
8 9