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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$790K 0.08%
9,637
-63
202
$780K 0.08%
20,517
+7
203
$776K 0.08%
13,350
+550
204
$756K 0.08%
8,112
-151
205
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7,450
-335
206
$748K 0.08%
9,550
-1,550
207
$745K 0.08%
7,701
+17
208
$694K 0.07%
11,276
+2,621
209
$684K 0.07%
1,714
-2,649
210
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4,696
-165
211
$674K 0.07%
3,895
212
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2,472
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213
$659K 0.07%
4,799
-111
214
$652K 0.07%
12,427
215
$650K 0.07%
3,955
-196
216
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1,904
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217
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218
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11,721
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219
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10,597
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220
$607K 0.06%
2,849
-128
221
$606K 0.06%
2,422
+61
222
$605K 0.06%
3,058
223
$596K 0.06%
6,327
-226
224
$580K 0.06%
3,272
-100
225
$579K 0.06%
7,430
-327
7 8
9
10 11