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
1001
– –
-694
1002
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-700
1003
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-785
1004
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-310
1005
– –
-535
1006
– –
-1,266
1007
– –
-1,185
1008
– –
-1,236
1009
– –
-273
1010
– –
-626
1011
– –
-54
1012
– –
-109
1013
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-53
1014
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-20
1015
– –
-600
1016
– –
-66
1017
– –
-500
1018
– –
-275
1019
– –
-42
1020
– –
-2,000
1021
– –
-50
1022
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-50
1023
– –
-375
1024
– –
-13
1025
– –
-3,746
38 39 40
41
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