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

Top Buys

1
+$3.2M
2
+$2.47M
3
+$2.04M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$2.02M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.61M

Top Sells

1
+$3.07M
2
+$2.34M
3
+$1.73M
4
VAW icon
Vanguard Materials ETF
VAW
+$1.73M
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
– –
-200
1002
– –
-400
1003
– –
-550
1004
– –
-75
1005
– –
-1,000
1006
– –
-200
1007
– –
-25
1008
– –
-7,500
1009
– –
0
1010
– –
0
1011
– –
-1,000
1012
– –
0
1013
– –
-75
1014
– –
-600
1015
– –
-750
1016
– –
-1,000
1017
– –
-1
1018
– –
-1,250
1019
– –
-500
1020
– –
-300
1021
– –
-15,000
1022
– –
-517
1023
– –
-5,050
1024
– –
-500
1025
– –
0
39 40
41
42 43