AIM
Anchor Investment Management Portfolio holdings
AUM
$1.23B
1-Year Est. Return
18.67%
This Fund
S&P 500
1 Year Est. Return
+18.67%
AUM
$1.21B
AUM Growth
+$67.5M
(+5.9%)
Holding
1,084
Top Buys
| 1 | +$1.04M | |
| 2 | +$938K | |
| 3 | +$918K | |
| 4 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
+$838K |
| 5 |
Alnylam Pharmaceuticals
ALNY
|
+$834K |
Top Sells
| 1 | +$1.31M | |
| 2 | +$859K | |
| 3 | +$795K | |
| 4 |
Apple
AAPL
|
+$754K |
| 5 |
Equitable Holdings
EQH
|
+$708K |
Sector Composition
| 1 | Technology | 16.43% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.79% |
| 4 | Communication Services | 7.21% |
| 5 | Industrials | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
KLG
1076
DELISTED
WK Kellogg Co
KLG
| – | – |
-65
|
|
||
1077
Lattice Semiconductor
LSCC
$11.8B
| – | – |
-275
|
|
||
|
PARA
1078
DELISTED
Paramount Global Class B
PARA
| – | – |
-39
|
|
||
1079
ePlus
PLUS
$2.01B
| – | – |
-65
|
|
||
1080
RCI Hospitality Holdings
RICK
$187M
| – | – |
-9
|
|
||
1081
Texas Pacific Land
TPL
$36.5B
| – | – |
-30
|
|
||
|
WBA
1082
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-4,070
|
|
||
|
SNRE
1083
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
| – | – |
-530
|
|