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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$719K 0.09%
13,461
+442
202
$717K 0.09%
6,386
-424
203
$688K 0.09%
4,299
-95
204
$683K 0.09%
4,355
205
$675K 0.09%
1,625
+286
206
$673K 0.08%
2,423
207
$665K 0.08%
4,018
-227
208
$664K 0.08%
7,870
+2,330
209
$661K 0.08%
5,306
+84
210
$653K 0.08%
15,491
+1,058
211
$650K 0.08%
2,822
+225
212
$650K 0.08%
10,320
+1,210
213
$641K 0.08%
3,644
+270
214
$640K 0.08%
66,853
-3,333
215
$633K 0.08%
4,986
+465
216
$632K 0.08%
4,619
217
$631K 0.08%
4,840
+686
218
$625K 0.08%
11,800
219
$625K 0.08%
3,964
220
$613K 0.08%
7,975
+1,350
221
$612K 0.08%
28,885
+819
222
$609K 0.08%
3,855
+160
223
$605K 0.08%
13,268
-149
224
$601K 0.08%
860
+85
225
$592K 0.07%
1,323
-620
7 8
9
10 11