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
$972M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.55M
3
+$2.1M
4
MDT icon
Medtronic
MDT
+$1.96M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.05M
2
+$2.45M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.68M
5
CMCSA icon
Comcast
CMCSA
+$1.65M

Sector Composition

1 Technology 16.19%
2 Healthcare 12.27%
3 Financials 11.72%
4 Industrials 7.44%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-225
1002
– –
-500
1003
– –
-6
1004
– –
-200
1005
– –
-400
1006
– –
-1,000
1007
– –
-500
1008
– –
-300
1009
– –
-2,000
1010
– –
-2,450
1011
– –
-23
1012
– –
-250
1013
– –
-200
1014
– –
-25
1015
– –
-30,000
1016
– –
-500
1017
– –
-50
1018
– –
-1,195
1019
– –
-26,500
1020
– –
0
1021
– –
-10,000
1022
– –
0
1023
– –
0
1024
– –
-50
1025
– –
-4,000
39 40
41
42 43