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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
26
$10.3M 0.86%
108,573
-902
27
$10.2M 0.84%
82,336
+36
28
$9.33M 0.77%
60,754
-175
29
$8.79M 0.73%
25,470
-2,628
30
$8.52M 0.71%
37,146
-159
31
$8.32M 0.69%
20,521
+329
32
$8.27M 0.68%
162,995
+10,546
33
$7.91M 0.66%
76,776
-219
34
$7.87M 0.65%
118,716
-232
35
$7.77M 0.64%
64,810
+2,850
36
$7.67M 0.64%
8,287
+135
37
$7.67M 0.64%
23,243
+279
38
$7.38M 0.61%
18,266
39
$7.27M 0.6%
88,618
-9,918
40
$7.14M 0.59%
75,299
-385
41
$7.11M 0.59%
53,119
+167
42
$6.8M 0.56%
41,907
-1,030
43
$6.64M 0.55%
8,592
44
$6.62M 0.55%
42,636
-57
45
$6.47M 0.54%
29,307
-23
46
$6.45M 0.53%
107,398
-1,080
47
$6.29M 0.52%
26,654
-1,135
48
$6.27M 0.52%
13,133
-53
49
$6.07M 0.5%
204,874
+3,515
50
$6.02M 0.5%
9,826
-18
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