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AIM

Anchor Investment Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 17.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$938K
3
+$918K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$838K
5
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$834K

Top Sells

1
+$1.31M
2
+$859K
3
+$795K
4
AAPL icon
Apple
AAPL
+$754K
5
EQH icon
Equitable Holdings
EQH
+$708K

Sector Composition

1 Technology 16.44%
2 Financials 13.19%
3 Healthcare 9.78%
4 Communication Services 7.21%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$151 ﹤0.01%
56
1052
$145 ﹤0.01%
3
+1
1053
$138 ﹤0.01%
1
1054
– –
0
1055
$125 ﹤0.01%
1
1056
$123 ﹤0.01%
2
+1
1057
$62 ﹤0.01%
1
1058
$55 ﹤0.01%
5
1059
$44 ﹤0.01%
1
1060
$40 ﹤0.01%
17
1061
$25 ﹤0.01%
12
1062
$16 ﹤0.01%
1
1063
– –
0
1064
– –
0
1065
$6 ﹤0.01%
4
1066
– –
-3
1067
– –
-75
1068
– –
-3,284
1069
– –
-3,000
1070
– –
-3,000
1071
– –
-25
1072
– –
-303
1073
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-200
1074
– –
-856
1075
– –
-150
40 41 42
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