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
$954M
AUM Growth
+$80.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$2.37M
3
+$2.11M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.94M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.4M

Top Sells

1
+$14.5M
2
+$1.54M
3
+$1.18M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.06M
5
NVDA icon
NVIDIA
NVDA
+$784K

Sector Composition

1 Technology 14.98%
2 Healthcare 13.1%
3 Financials 11.89%
4 Industrials 8.37%
5 Consumer Staples 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$35 ﹤0.01%
4
1027
$31 ﹤0.01%
12
1028
$7 ﹤0.01%
+1
1029
– –
-35
1030
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-20
1031
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-72
1032
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-30
1033
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-300
1034
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-700
1035
– –
-7,040
1036
– –
-101
1037
– –
0
1038
– –
0
1039
– –
-114
1040
– –
0
1041
– –
-265
1042
– –
0
1043
– –
0
1044
– –
-250
1045
– –
0
1046
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0
1047
– –
-10
1048
– –
-13
1049
– –
-84
1050
– –
-200
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