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
$1.07B
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$1.26M
3
+$1.19M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
AAPL icon
Apple
AAPL
+$963K

Top Sells

1
+$960K
2
+$918K
3
+$850K
4
XOM icon
Exxon Mobil
XOM
+$773K
5
PEP icon
PepsiCo
PEP
+$630K

Sector Composition

1 Technology 15.51%
2 Financials 13.03%
3 Healthcare 10.79%
4 Industrials 7.81%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
– –
-800
1052
– –
-9
1053
– –
-25
1054
– –
-29
1055
– –
-11
1056
– –
-159
1057
– –
-30
1058
– –
-54
1059
– –
-1,000
1060
– –
-149
1061
– –
-15
1062
– –
-80
1063
– –
-6
1064
– –
-15
1065
– –
-580
1066
– –
-300
1067
– –
-12
1068
– –
-54
1069
– –
-145
1070
– –
-165
1071
– –
-23
1072
– –
-1,752
1073
– –
-1,295
1074
– –
-450
1075
– –
-446
40 41 42
43
44