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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.04M 0.11%
17,761
+678
177
$1.01M 0.11%
9,206
+545
178
$1.01M 0.11%
20,443
-1,733
179
$997K 0.1%
6,080
+200
180
$991K 0.1%
54,014
-7,193
181
$988K 0.1%
10,995
+40
182
$980K 0.1%
1,010
+92
183
$971K 0.1%
8,172
+6
184
$966K 0.1%
2,787
+3
185
$943K 0.1%
5,322
+41
186
$936K 0.1%
7,000
+12
187
$907K 0.1%
1,190
+67
188
$903K 0.09%
1,083
+42
189
$898K 0.09%
+729
190
$895K 0.09%
2,141
+168
191
$881K 0.09%
16,255
-5,396
192
$875K 0.09%
11,945
193
$871K 0.09%
7,385
+700
194
$866K 0.09%
14,936
-45
195
$863K 0.09%
3,739
-9
196
$845K 0.09%
559
+484
197
$825K 0.09%
8,697
-398
198
$824K 0.09%
4,293
+112
199
$796K 0.08%
45,204
-1,147
200
$792K 0.08%
6,566
-185
6 7
8
9 10