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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
301
$342K 0.03%
9,150
302
$342K 0.03%
2,540
-400
303
$339K 0.03%
2,349
-261
304
$338K 0.03%
801
305
$337K 0.03%
503
+15
306
$333K 0.03%
4,224
-1,383
307
$331K 0.03%
7,290
308
$326K 0.03%
1,400
309
$325K 0.03%
5,995
+3
310
$324K 0.03%
2,421
311
$324K 0.03%
1,853
312
$305K 0.03%
3,251
313
$303K 0.03%
3,045
314
$302K 0.03%
13,290
+2,000
315
$300K 0.02%
66,000
316
$300K 0.02%
4,729
317
$299K 0.02%
6,093
+2,215
318
$298K 0.02%
922
-50
319
$297K 0.02%
3,805
-319
320
$294K 0.02%
3,231
321
$293K 0.02%
15,575
+8,060
322
$291K 0.02%
767
+2
323
$289K 0.02%
1,725
324
$288K 0.02%
2,075
325
$285K 0.02%
2,094
11 12
13
14 15