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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$717K 0.07%
6,516
-50
202
$716K 0.07%
17,517
-3,000
203
$700K 0.07%
6,950
-500
204
$695K 0.07%
3,806
-487
205
$694K 0.07%
1,904
206
$691K 0.07%
9,250
-300
207
$677K 0.07%
7,000
208
$661K 0.07%
4,396
-300
209
$659K 0.07%
6,784
+457
210
$656K 0.07%
2,548
+76
211
$650K 0.07%
15,650
-605
212
$647K 0.07%
12,427
213
$639K 0.07%
8,331
+2,005
214
$638K 0.07%
10,574
+3,903
215
$628K 0.06%
2,422
216
$625K 0.06%
10,846
+249
217
$622K 0.06%
3,895
218
$615K 0.06%
2,739
-110
219
$589K 0.06%
7,930
+500
220
$587K 0.06%
6,328
-2,369
221
$570K 0.06%
5,987
+1
222
$562K 0.06%
3,113
-159
223
$560K 0.06%
13,633
+199
224
$559K 0.06%
32,424
225
$558K 0.06%
2,162
-68
7 8
9
10 11