AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.17M
3
+$1.58M
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$730K
5
TGT icon
Target
TGT
+$720K

Top Sells

1
+$4.26M
2
+$776K
3
+$491K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$461K
5
COST icon
Costco
COST
+$461K

Sector Composition

1 Technology 14.71%
2 Healthcare 13.43%
3 Financials 10.38%
4 Industrials 8.8%
5 Consumer Discretionary 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$191K 0.02%
3,885
+1,400
377
$190K 0.02%
7,998
+123
378
$189K 0.02%
4,014
-632
379
$188K 0.02%
1,794
380
$187K 0.02%
3,159
+210
381
$186K 0.02%
1,513
382
$183K 0.02%
885
+40
383
$180K 0.02%
10,780
384
$180K 0.02%
1,615
-100
385
$180K 0.02%
7,075
+2,500
386
$179K 0.02%
739
+418
387
$179K 0.02%
3,404
-36
388
$178K 0.02%
1,104
389
$178K 0.02%
487
-170
390
$178K 0.02%
462
+22
391
$178K 0.02%
13,638
+16
392
$177K 0.02%
375
+12
393
$177K 0.02%
2,639
394
$176K 0.02%
2,060
395
$176K 0.02%
5,714
+384
396
$175K 0.02%
1,100
397
$175K 0.02%
6,825
+2,342
398
$175K 0.02%
2,300
-28
399
$174K 0.02%
4,788
400
$170K 0.02%
2,595
14 15
16
17 18