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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$8.55M
2
+$1.27M
3
+$1.18M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.02M

Top Sells

1
+$938K
2
+$927K
3
+$805K
4
XOM icon
Exxon Mobil
XOM
+$711K
5
SCHW icon
Charles Schwab
SCHW
+$611K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.5M 4.06%
103,217
+2,128
2
$32.5M 3.04%
102,941
+43
3
$32.5M 3.03%
129,809
+4,086
4
$26M 2.43%
1,123,127
-3,991
5
$21M 1.96%
41,075
-1,814
6
$20.2M 1.88%
975,980
+44,470
7
$19.5M 1.82%
102,799
+3,279
8
$19M 1.77%
976,260
+60,974
9
$18.3M 1.71%
941,859
+59,444
10
$18.1M 1.68%
8,543
11
$17.9M 1.67%
39,471
+500
12
$17.7M 1.65%
28,450
-242
13
$17M 1.59%
89,301
-277
14
$16.1M 1.5%
90,731
+2,015
15
$14.9M 1.39%
67,797
+1,560
16
$13.3M 1.24%
91,625
+752
17
$11.7M 1.09%
19,990
-114
18
$11.6M 1.08%
22,972
-338
19
$11.3M 1.05%
45,663
+126
20
$10.9M 1.02%
65,084
+2,560
21
$10.9M 1.02%
101,277
-6,606
22
$10.8M 1.01%
14,045
+95
23
$9.97M 0.93%
43,733
+662
24
$9.74M 0.91%
72,523
+6,930
25
$9.66M 0.9%
40,297
+263
1
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