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
551
$50K 0.01%
1,270
+2
552
$49K 0.01%
100
553
$48.7K 0.01%
290
554
$48.6K 0.01%
325
+220
555
$47.9K 0.01%
314
556
$47.6K 0.01%
170
557
$47.6K 0.01%
441
-66
558
$47.3K 0.01%
312
559
$46.9K 0.01%
170
560
$46.7K 0.01%
63
+2
561
$46.6K 0.01%
1,586
-250
562
$46.1K 0.01%
371
+300
563
$46.1K 0.01%
462
564
$45.7K 0.01%
1,566
+1
565
$44.5K 0.01%
582
-100
566
$44.3K 0.01%
1,169
567
$43.8K 0.01%
722
568
$43.4K 0.01%
350
-375
569
$43.4K 0.01%
1,551
+5
570
$42.8K 0.01%
325
571
$42.7K 0.01%
610
572
$42.4K 0.01%
215
573
$42.3K 0.01%
2,500
574
$42.2K 0.01%
600
575
$41.8K 0.01%
400
+300
21 22
23
24 25