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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.9M 3.39%
87,228
+547
2
$21.2M 2.68%
95,642
+474
3
$19.3M 2.44%
110,810
+2,048
4
$15.3M 1.93%
42,260
-166
5
$14.5M 1.83%
807,939
-7,011
6
$13.7M 1.73%
451,664
+6,022
7
$13.1M 1.65%
80,677
+4,185
8
$12.7M 1.6%
91,080
+400
9
$12.2M 1.53%
68,624
+3,788
10
$11.3M 1.43%
52,694
-225
11
$11.2M 1.42%
143,958
-9,758
12
$10.7M 1.35%
25,775
-1,124
13
$9.95M 1.25%
36,404
-1,337
14
$9.43M 1.19%
26,719
+356
15
$8.57M 1.08%
62,452
-273
16
$8.52M 1.08%
16,707
+475
17
$8.16M 1.03%
157,595
-919
18
$8.12M 1.03%
98,369
-1,952
19
$8.08M 1.02%
49,580
+480
20
$8.01M 1.01%
39,623
+1,224
21
$7.93M 1%
70,977
+3,922
22
$7.6M 0.96%
153,431
+992
23
$7.37M 0.93%
45,541
+1,600
24
$6.8M 0.86%
269,031
-3,639
25
$6.69M 0.84%
14,694
+940
1
2 3 4 5