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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
101
$3.17M 0.26%
10,711
+334
102
$3.14M 0.26%
32,857
+1,521
103
$3.12M 0.26%
53,094
-1,875
104
$3.11M 0.26%
87,457
105
$3.07M 0.25%
39,533
106
$3.04M 0.25%
9,149
+173
107
$2.99M 0.25%
32,668
-656
108
$2.91M 0.24%
28,362
-138
109
$2.89M 0.24%
34,585
-3,272
110
$2.85M 0.24%
16,763
-370
111
$2.84M 0.24%
5,858
-38
112
$2.8M 0.23%
63,652
113
$2.75M 0.23%
12,739
-49
114
$2.73M 0.23%
16,335
+82
115
$2.7M 0.22%
6,043
+425
116
$2.7M 0.22%
19,231
-2,254
117
$2.67M 0.22%
44,697
-2,198
118
$2.66M 0.22%
25,736
-539
119
$2.6M 0.22%
12,694
+10
120
$2.55M 0.21%
7,888
+1,010
121
$2.52M 0.21%
49,995
+7,782
122
$2.5M 0.21%
11,712
+715
123
$2.41M 0.2%
8,557
+539
124
$2.41M 0.2%
35,982
-906
125
$2.41M 0.2%
94,677
-14,475
3 4
5
6 7