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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$643K 0.09%
5,799
+305
202
$640K 0.09%
7,932
+57
203
$640K 0.09%
6,066
-76
204
$638K 0.09%
3,950
205
$637K 0.09%
4,195
206
$637K 0.09%
1,543
-32
207
$634K 0.09%
31,695
+100
208
$633K 0.09%
770
+38
209
$626K 0.09%
10,550
210
$622K 0.08%
4,300
+256
211
$609K 0.08%
1,318
212
$607K 0.08%
4,231
213
$592K 0.08%
3,000
214
$591K 0.08%
2,617
-27
215
$586K 0.08%
5,569
216
$581K 0.08%
62,969
-3,334
217
$567K 0.08%
2,690
-35
218
$560K 0.08%
9,275
-789
219
$559K 0.08%
8,150
220
$553K 0.08%
16,200
-6,650
221
$553K 0.08%
3,775
-200
222
$537K 0.07%
6,121
+2,158
223
$534K 0.07%
16,389
-118
224
$532K 0.07%
4,600
225
$523K 0.07%
13,983
+1,934
7 8
9
10 11