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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$729K 0.11%
11,050
177
$715K 0.11%
9,558
-299
178
$711K 0.11%
21,524
-618
179
$708K 0.11%
14,200
180
$689K 0.11%
13,824
-1,000
181
$684K 0.11%
5,494
182
$683K 0.11%
13,627
+1,827
183
$677K 0.11%
9,220
184
$677K 0.11%
5,590
-51
185
$673K 0.1%
2,893
-60
186
$651K 0.1%
11,325
+904
187
$632K 0.1%
8,382
-100
188
$622K 0.1%
8,184
-400
189
$622K 0.1%
8,219
-5,298
190
$620K 0.1%
1,318
-5
191
$614K 0.1%
5,845
+1,402
192
$610K 0.09%
5,219
+11
193
$610K 0.09%
4,255
+178
194
$607K 0.09%
4,205
195
$605K 0.09%
42,996
-2,150
196
$602K 0.09%
2,622
-50
197
$594K 0.09%
5,494
+875
198
$591K 0.09%
3,755
-100
199
$591K 0.09%
19,650
+2,800
200
$590K 0.09%
14,170
+2,969
6 7
8
9 10