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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$938K
3
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

Top Sells

1
+$1.31M
2
+$859K
3
+$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.44%
2 Financials 13.19%
3 Healthcare 9.78%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$567K 0.05%
10,683
-600
252
$560K 0.05%
1,433
+208
253
$552K 0.05%
1,206
254
$543K 0.04%
7,800
+3,600
255
$523K 0.04%
12,435
256
$514K 0.04%
2,711
-5
257
$511K 0.04%
2,492
+42
258
$509K 0.04%
10,703
259
$504K 0.04%
22,203
260
$504K 0.04%
3,061
261
$497K 0.04%
1,399
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262
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7,340
-100
263
$494K 0.04%
10,946
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264
$489K 0.04%
19,025
265
$484K 0.04%
2,903
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266
$483K 0.04%
5,868
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267
$482K 0.04%
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268
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21,066
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269
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4,235
270
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9,924
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271
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3,326
+3
272
$461K 0.04%
15,092
+3,233
273
$457K 0.04%
9,863
+250
274
$455K 0.04%
5,949
275
$447K 0.04%
11,416
-14,700
9 10
11
12 13