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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$945K 0.12%
10,509
+5,285
177
$920K 0.12%
14,200
-2,500
178
$899K 0.11%
19,792
+1
179
$898K 0.11%
6,907
-433
180
$877K 0.11%
1,148
-51
181
$869K 0.11%
2,555
+273
182
$856K 0.11%
25,252
+3,380
183
$828K 0.1%
45,092
+182
184
$826K 0.1%
3,448
+32
185
$823K 0.1%
14,824
-750
186
$822K 0.1%
6,259
-150
187
$811K 0.1%
8,111
-249
188
$791K 0.1%
10,157
+4,187
189
$790K 0.1%
9,650
-3,029
190
$780K 0.1%
7,785
-1,794
191
$773K 0.1%
9,922
-490
192
$771K 0.1%
2,059
-2
193
$761K 0.1%
5,494
+141
194
$759K 0.1%
3,038
+86
195
$753K 0.1%
8,584
196
$747K 0.09%
8,525
197
$744K 0.09%
2,989
+705
198
$742K 0.09%
4,205
-300
199
$736K 0.09%
12,911
-114
200
$722K 0.09%
2,393
+51
6 7
8
9 10