We are live on ! Find out more
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
51
$6.01M 0.5%
17,368
-150
52
$5.77M 0.48%
114,308
-122
53
$5.71M 0.47%
34,296
-8,267
54
$5.66M 0.47%
67,413
-943
55
$5.47M 0.45%
9,609
+332
56
$5.37M 0.45%
8,064
+20
57
$5.34M 0.44%
19,683
-642
58
$5.18M 0.43%
117,754
+2,052
59
$5.16M 0.43%
60,798
+3,716
60
$5.14M 0.43%
14,579
-216
61
$5.06M 0.42%
124,319
+8,017
62
$4.85M 0.4%
1,131
-12
63
$4.8M 0.4%
116,739
+7,703
64
$4.73M 0.39%
169,598
+2,552
65
$4.53M 0.38%
39,560
-739
66
$4.45M 0.37%
55,716
-4,771
67
$4.45M 0.37%
14,628
-8
68
$4.43M 0.37%
15,098
69
$4.41M 0.37%
33,593
+1,253
70
$4.39M 0.36%
34,899
-254
71
$4.35M 0.36%
33,724
-314
72
$4.32M 0.36%
14,378
-49
73
$4.29M 0.36%
75,517
-279
74
$4.29M 0.36%
16,533
+629
75
$4.24M 0.35%
10,711
+371
1 2
3
4 5