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
$644M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,004
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$643K
3
+$532K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$501K
5
UL icon
Unilever
UL
+$422K

Top Sells

1
+$1.2M
2
+$1.2M
3
+$962K
4
AMZN icon
Amazon
AMZN
+$766K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$626K

Sector Composition

1 Healthcare 14.38%
2 Technology 12.99%
3 Financials 10.69%
4 Industrials 8.38%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 3.16%
87,456
+523
2
$16.5M 2.56%
92,932
-1,659
3
$14M 2.17%
101,206
-8,663
4
$11.8M 1.83%
833,166
+6,963
5
$11.3M 1.76%
69,358
+105
6
$10.7M 1.66%
40,066
-1,527
7
$10.5M 1.63%
78,453
-3,011
8
$10.3M 1.59%
502,815
+24,577
9
$9.62M 1.49%
460,930
+12,359
10
$9.54M 1.48%
478,545
+26,689
11
$9.21M 1.43%
355,662
+2,270
12
$8.97M 1.39%
120,767
-12,955
13
$8.94M 1.39%
92,985
+1,785
14
$8.67M 1.35%
99,295
+1,120
15
$8.65M 1.34%
53,575
-152
16
$8.21M 1.27%
16,257
+73
17
$7.9M 1.23%
25,708
-329
18
$7.84M 1.22%
41,746
+1,811
19
$7.59M 1.18%
28,420
+1,025
20
$7.08M 1.1%
36,325
-165
21
$7M 1.09%
160,074
+2,846
22
$6.68M 1.04%
77,574
+336
23
$6.5M 1.01%
69,880
-1,474
24
$6.39M 0.99%
316,638
+39,948
25
$6.31M 0.98%
7,918
1
2 3 4 5