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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.4M 4.57%
99,392
+1,170
2
$26.6M 2.74%
101,450
+1,157
3
$26.4M 2.72%
125,539
+3,184
4
$22.3M 2.3%
1,042,287
+119,295
5
$20.2M 2.08%
42,196
+786
6
$18.7M 1.93%
915,859
+59,869
7
$17.2M 1.77%
94,253
-1,605
8
$16.9M 1.74%
883,682
+69,037
9
$16.6M 1.7%
90,258
-2,011
10
$16.3M 1.68%
847,364
+83,800
11
$16.1M 1.65%
27,872
+6,021
12
$15M 1.54%
36,832
-242
13
$14.8M 1.52%
86,189
+691
14
$14.5M 1.5%
8,636
+718
15
$13M 1.34%
89,112
-2,354
16
$12.6M 1.3%
13,966
+131
17
$12.3M 1.26%
106,560
-606
18
$12.2M 1.26%
63,276
-8
19
$11.3M 1.16%
22,182
+1,920
20
$10.1M 1.04%
20,112
+83
21
$10.1M 1.04%
61,227
+5,402
22
$9.78M 1.01%
44,376
+604
23
$9.68M 1%
42,795
+1,037
24
$9.14M 0.94%
73,842
-1,831
25
$9.01M 0.93%
72,927
+11,537
1
2 3 4 5