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
1026
– –
-700
1027
– –
-10,510
1028
– –
-200
1029
– –
-36
1030
– –
-16,000
1031
– –
-100
1032
– –
-750
1033
– –
-725
1034
– –
-15,000
1035
– –
-100
1036
$0 ﹤0.01%
+14
1037
$0 ﹤0.01%
50
1038
– –
-26,500
1039
– –
0
1040
– –
-10,000
1041
– –
-7,500
1042
– –
-1,500
1043
– –
-2,000
1044
– –
-225
1045
– –
-500
1046
– –
-300
1047
– –
-2,000
1048
– –
-2,450
1049
– –
-23
1050
– –
-250
40 41
42
43 44