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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$843K 0.08%
42,037
-10,799
202
$819K 0.08%
14,486
-746
203
$807K 0.08%
17,114
-403
204
$799K 0.07%
779
-12
205
$795K 0.07%
9,825
-150
206
$794K 0.07%
1,977
207
$789K 0.07%
20,540
208
$784K 0.07%
7,000
209
$778K 0.07%
32,424
210
$774K 0.07%
3,903
+60
211
$754K 0.07%
5,275
+227
212
$740K 0.07%
5,471
+92
213
$739K 0.07%
26,236
-419
214
$732K 0.07%
7,526
215
$727K 0.07%
8,138
+7,962
216
$722K 0.07%
3,745
217
$717K 0.07%
14,825
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218
$716K 0.07%
1,005
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219
$705K 0.07%
1,503
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220
$694K 0.06%
8,200
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221
$687K 0.06%
2,422
222
$669K 0.06%
6,164
223
$669K 0.06%
12,792
-382
224
$667K 0.06%
6,650
-300
225
$652K 0.06%
5,186
-1,574
7 8
9
10 11