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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$1.26M
3
+$1.19M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$963K

Top Sells

1
+$960K
2
+$918K
3
+$850K
4
XOM icon
Exxon Mobil
XOM
+$773K
5
PEP icon
PepsiCo
PEP
+$630K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$18.7K ﹤0.01%
175
727
$18.6K ﹤0.01%
268
-86
728
$18.5K ﹤0.01%
148
729
$18.5K ﹤0.01%
64
730
$18.5K ﹤0.01%
250
731
$18.2K ﹤0.01%
565
-625
732
$18.2K ﹤0.01%
1,000
+800
733
$18K ﹤0.01%
620
734
$17.5K ﹤0.01%
1,404
+2
735
$17.3K ﹤0.01%
375
736
$17.2K ﹤0.01%
350
737
$16.9K ﹤0.01%
148
738
$16.9K ﹤0.01%
161
739
$16.5K ﹤0.01%
200
740
$16.5K ﹤0.01%
130
741
$16.4K ﹤0.01%
165
+44
742
$16K ﹤0.01%
200
743
$16K ﹤0.01%
419
-28
744
$15.8K ﹤0.01%
194
745
$15.6K ﹤0.01%
275
746
$15.1K ﹤0.01%
150
747
$15K ﹤0.01%
124
748
$14.9K ﹤0.01%
200
749
$14.8K ﹤0.01%
1,500
750
$14.8K ﹤0.01%
25
28 29
30
31 32