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
901
$2.31K ﹤0.01%
40
902
$2.26K ﹤0.01%
+101
903
$2.24K ﹤0.01%
86
904
$2.24K ﹤0.01%
+32
905
$2.24K ﹤0.01%
30
906
$2.24K ﹤0.01%
+16
907
$2.14K ﹤0.01%
+50
908
$2.14K ﹤0.01%
80
909
$2.07K ﹤0.01%
25
910
$2.07K ﹤0.01%
100
911
$2.06K ﹤0.01%
191
912
$2.02K ﹤0.01%
80
913
$2.02K ﹤0.01%
154
-1,223
914
$2.02K ﹤0.01%
10
915
$2.01K ﹤0.01%
+112
916
$2K ﹤0.01%
166
917
$1.97K ﹤0.01%
+25
918
$1.97K ﹤0.01%
200
-1,000
919
$1.96K ﹤0.01%
200
-1,000
920
$1.88K ﹤0.01%
71
921
$1.88K ﹤0.01%
40
922
$1.87K ﹤0.01%
+15
923
$1.83K ﹤0.01%
54
924
$1.83K ﹤0.01%
+133
925
$1.82K ﹤0.01%
+32
35 36
37
38 39