AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$2.03M
3
+$1.16M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.16M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$692K

Top Sells

1
+$9.41M
2
+$1.19M
3
+$895K
4
MET icon
MetLife
MET
+$833K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$466K

Sector Composition

1 Technology 13.88%
2 Healthcare 13.63%
3 Financials 10.75%
4 Industrials 8.49%
5 Consumer Staples 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$52.3K 0.01%
1,066
+1,000
527
$52.1K 0.01%
586
528
$51.9K 0.01%
1,750
529
$51.9K 0.01%
4,575
530
$51.7K 0.01%
600
531
$51.2K 0.01%
575
-50
532
$50.5K 0.01%
1,925
-5,000
533
$50.5K 0.01%
70
+9
534
$50.2K 0.01%
705
535
$49.8K 0.01%
1,000
536
$49.5K 0.01%
340
537
$49.3K 0.01%
1,275
+1
538
$48.9K 0.01%
966
+518
539
$48.6K 0.01%
+5,000
540
$48.5K 0.01%
1,440
541
$48.4K 0.01%
800
542
$47.5K 0.01%
248
543
$47.1K 0.01%
4,000
544
$46K 0.01%
3,050
-172
545
$45.8K 0.01%
+1,350
546
$45.8K 0.01%
100
547
$45K 0.01%
216
548
$44.9K 0.01%
670
+1
549
$44.5K 0.01%
650
550
$44.5K 0.01%
2,300
-600
20 21
22
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