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
$793M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.09M
3
+$1.64M
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$715K
5
TGT icon
Target
TGT
+$706K

Top Sells

1
+$4.29M
2
+$762K
3
+$506K
4
T icon
AT&T
T
+$474K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$468K

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
976
$307 ﹤0.01%
79
977
$299 ﹤0.01%
17
978
$286 ﹤0.01%
8
-31
979
$132 ﹤0.01%
5
980
$83 ﹤0.01%
13
981
$10 ﹤0.01%
1
982
– –
-74
983
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-16
984
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-226
985
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-40
986
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-16
987
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988
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989
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-20
990
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-14
991
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-1,685
992
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993
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994
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995
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-100
996
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-1,688
997
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-4,000
998
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-532
999
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-251
1000
– –
-434
38 39
40
41 42