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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
426
$148K 0.01%
253
427
$146K 0.01%
3,100
428
$146K 0.01%
5,814
+40
429
$146K 0.01%
135
430
$144K 0.01%
289
431
$143K 0.01%
697
-1,599
432
$141K 0.01%
1,000
433
$141K 0.01%
894
-50
434
$141K 0.01%
250
435
$139K 0.01%
3,184
+800
436
$137K 0.01%
2,000
437
$134K 0.01%
6,561
+400
438
$133K 0.01%
270
439
$129K 0.01%
1,400
440
$128K 0.01%
1,277
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441
$126K 0.01%
562
442
$124K 0.01%
713
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443
$124K 0.01%
635
444
$124K 0.01%
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445
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+7,000
446
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447
$122K 0.01%
3,300
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448
$120K 0.01%
1,400
449
$119K 0.01%
459
450
$118K 0.01%
1,545
16 17
18
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