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
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.8M 3.51%
89,333
+1,792
2
$20.9M 2.84%
92,552
+483
3
$17.2M 2.35%
104,608
+1,111
4
$14.8M 2.01%
916,095
+42,891
5
$12.7M 1.74%
79,963
+1,329
6
$12.6M 1.72%
39,370
+426
7
$11.8M 1.6%
572,017
+56,420
8
$11.3M 1.54%
72,974
+2,030
9
$10.8M 1.47%
98,751
-10
10
$10.8M 1.47%
531,252
+27,659
11
$10.3M 1.4%
53,131
-296
12
$9.6M 1.31%
92,337
+1,271
13
$9.33M 1.27%
348,218
+2,092
14
$9.28M 1.26%
484,234
+459,153
15
$9.19M 1.25%
29,749
+860
16
$8.17M 1.11%
21,184
+843
17
$8.08M 1.1%
40,393
+244
18
$7.95M 1.08%
74,772
-803
19
$7.71M 1.05%
7,918
20
$7.42M 1.01%
328,134
+4,266
21
$7.41M 1.01%
36,804
+384
22
$7.37M 1%
96,640
-6,111
23
$7.12M 0.97%
15,056
+406
24
$6.99M 0.95%
67,385
+19,574
25
$6.82M 0.93%
70,664
+748
1
2 3 4 5