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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
326
$285K 0.02%
1,173
327
$284K 0.02%
2,836
+86
328
$284K 0.02%
4,301
-100
329
$283K 0.02%
8,203
+69
330
$283K 0.02%
3,056
-40
331
$282K 0.02%
3,303
332
$280K 0.02%
14,638
+1,148
333
$278K 0.02%
3,148
334
$274K 0.02%
6,140
335
$274K 0.02%
435
+25
336
$273K 0.02%
2,946
+5
337
$273K 0.02%
4,573
-300
338
$272K 0.02%
1,754
-24
339
$268K 0.02%
4,257
340
$265K 0.02%
1,075
341
$262K 0.02%
851
342
$261K 0.02%
1,837
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343
$254K 0.02%
3,975
344
$253K 0.02%
6,332
-516
345
$251K 0.02%
5,951
-115
346
$250K 0.02%
3,143
+1
347
$246K 0.02%
3,354
-100
348
$244K 0.02%
2,440
-1,555
349
$244K 0.02%
5,075
350
$241K 0.02%
23,000
12 13
14
15 16