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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$983K 0.1%
12,627
-1,481
177
$971K 0.1%
7,385
178
$965K 0.1%
5,301
-100
179
$960K 0.1%
5,919
+94
180
$955K 0.1%
2,557
-230
181
$954K 0.1%
19,477
-966
182
$954K 0.1%
3,709
+195
183
$953K 0.1%
8,172
184
$912K 0.09%
5,530
-550
185
$904K 0.09%
15,440
-2,545
186
$895K 0.09%
3,762
+23
187
$895K 0.09%
15,067
+131
188
$870K 0.09%
4,277
-8,521
189
$868K 0.09%
528
-31
190
$861K 0.09%
43,321
-10,693
191
$818K 0.08%
9,450
-1,545
192
$809K 0.08%
7,601
-100
193
$809K 0.08%
11,895
-50
194
$791K 0.08%
5,342
+20
195
$791K 0.08%
27,850
-1,194
196
$782K 0.08%
9,625
-12
197
$762K 0.08%
11,907
+631
198
$762K 0.08%
5,149
+1,223
199
$753K 0.08%
39,393
-5,811
200
$751K 0.08%
8,085
-27
6 7
8
9 10