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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$590K 0.09%
2,504
-105
202
$589K 0.09%
6,211
+85
203
$587K 0.09%
66,303
-550
204
$584K 0.09%
11,664
-118
205
$580K 0.09%
1,054
-55
206
$576K 0.09%
4,234
-65
207
$574K 0.09%
52,030
+9,000
208
$566K 0.09%
6,638
209
$560K 0.09%
2,518
-286
210
$558K 0.09%
15,713
+258
211
$557K 0.09%
5,306
212
$543K 0.08%
1,625
-100
213
$542K 0.08%
30,965
+1,090
214
$536K 0.08%
12,070
+4,800
215
$530K 0.08%
20,123
+1,006
216
$520K 0.08%
6,265
+6
217
$515K 0.08%
3,953
-65
218
$515K 0.08%
7,975
219
$509K 0.08%
4,409
+143
220
$505K 0.08%
3,964
221
$499K 0.08%
5,774
222
$495K 0.08%
2,810
-120
223
$490K 0.08%
2,614
+250
224
$489K 0.08%
4,818
+248
225
$489K 0.08%
8,190
7 8
9
10 11