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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.11M 0.1%
1,607
+232
177
$1.11M 0.1%
35,335
178
$1.09M 0.1%
11,988
-150
179
$1.09M 0.1%
9,707
-252
180
$1.09M 0.1%
18,921
-765
181
$1.08M 0.1%
5,775
-210
182
$1.06M 0.1%
41,148
-7,174
183
$1.05M 0.1%
827
-90
184
$1.04M 0.1%
3,963
-1,072
185
$1.01M 0.09%
36,858
+131
186
$983K 0.09%
578
-51
187
$962K 0.09%
15,440
188
$953K 0.09%
7,886
+213
189
$949K 0.09%
5,361
+40
190
$949K 0.09%
13,507
-2,396
191
$946K 0.09%
10,368
-1,997
192
$932K 0.09%
4,066
-204
193
$925K 0.09%
5,662
+140
194
$905K 0.08%
9,416
-209
195
$896K 0.08%
11,645
-175
196
$882K 0.08%
3,762
197
$877K 0.08%
12,721
+180
198
$861K 0.08%
9,283
+33
199
$849K 0.08%
37,280
+1
200
$849K 0.08%
2,926
-4
6 7
8
9 10