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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.3M 4.33%
98,222
+1,534
2
$28M 2.93%
100,293
+72
3
$21M 2.2%
122,355
+2,284
4
$19.1M 2%
922,992
+22,884
5
$18.4M 1.93%
41,410
-11
6
$17.5M 1.83%
855,990
+68,506
7
$15.6M 1.64%
814,645
+110,019
8
$15.6M 1.63%
37,074
+4,623
9
$15.6M 1.63%
85,498
-2,809
10
$14.7M 1.54%
763,564
+751,125
11
$14.5M 1.52%
91,466
+1,275
12
$14.5M 1.52%
95,858
+3,376
13
$14M 1.47%
92,269
+1,686
14
$12.9M 1.36%
7,918
15
$12.5M 1.31%
107,166
+317
16
$11.5M 1.2%
21,851
+79
17
$11.4M 1.2%
63,284
+2,803
18
$11.2M 1.17%
43,772
+489
19
$10.8M 1.13%
13,835
-374
20
$10.3M 1.08%
41,758
+455
21
$10M 1.05%
20,262
+627
22
$9.99M 1.05%
75,673
-2,010
23
$9.73M 1.02%
20,029
-1,237
24
$9.06M 0.95%
55,825
+3,706
25
$8.81M 0.92%
324,684
-636
1
2 3 4 5