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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$859K 0.12%
11,274
-5
177
$816K 0.11%
7,397
-563
178
$797K 0.11%
4,060
-6
179
$795K 0.11%
12,294
+355
180
$776K 0.11%
2,703
-30
181
$775K 0.11%
62,130
+5,500
182
$773K 0.11%
7,785
183
$764K 0.1%
6,767
+904
184
$751K 0.1%
43,136
+20
185
$743K 0.1%
6,295
-90
186
$726K 0.1%
9,522
-2,616
187
$725K 0.1%
7,884
188
$719K 0.1%
2,813
+204
189
$712K 0.1%
13,627
190
$693K 0.09%
11,950
-600
191
$685K 0.09%
1,024
192
$671K 0.09%
19,097
+2,875
193
$670K 0.09%
7,282
+3,542
194
$670K 0.09%
8,033
-350
195
$669K 0.09%
10,985
+180
196
$667K 0.09%
16,440
-602
197
$653K 0.09%
4,111
-58
198
$647K 0.09%
6,364
+917
199
$646K 0.09%
3,905
-100
200
$644K 0.09%
4,987
-301
6 7
8
9 10