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
1026
– –
-297
1027
– –
-400
1028
– –
-500
1029
– –
-15
1030
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-353
1031
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-28
1032
– –
-233
1033
– –
-216
1034
– –
-11
1035
– –
-81
1036
– –
-150
1037
– –
-1,000
1038
– –
-22
1039
– –
-3,190
1040
– –
-6,658
1041
– –
-174
1042
– –
-300
1043
– –
-300
1044
– –
-4,214
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