AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
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 icon
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
1001
– –
-532
1002
– –
-251
1003
– –
-434
1004
– –
-930
1005
– –
-100
1006
– –
-694
1007
– –
-700
1008
– –
-785
1009
– –
-310
1010
– –
-535
1011
– –
-4,214
1012
– –
-1,266
1013
– –
-1,185
1014
– –
-1,236
1015
– –
-273
1016
– –
-626
1017
– –
-54
1018
– –
-109
1019
– –
-53
1020
– –
-20
1021
– –
-600
1022
– –
-66
1023
– –
-500
1024
– –
-275
1025
– –
-42
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