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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
376
$207K 0.02%
4,961
377
$207K 0.02%
1,044
+132
378
$206K 0.02%
2,679
-150
379
$204K 0.02%
2,187
380
$203K 0.02%
1,466
+28
381
$201K 0.02%
1,077
-100
382
$199K 0.02%
2,350
383
$198K 0.02%
3,000
384
$197K 0.02%
1,337
385
$196K 0.02%
1,648
+16
386
$194K 0.02%
6,093
-3
387
$194K 0.02%
4,948
+3
388
$192K 0.02%
4,583
389
$191K 0.02%
1,724
390
$190K 0.02%
2,530
391
$189K 0.02%
1,987
+4
392
$188K 0.02%
1,336
+86
393
$187K 0.02%
12,529
-800
394
$187K 0.02%
2,544
395
$185K 0.02%
5,051
+13
396
$184K 0.02%
2,677
+125
397
$184K 0.02%
1,209
398
$183K 0.02%
4,000
399
$182K 0.02%
1,305
400
$182K 0.02%
2,185
-22
14 15
16
17 18