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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
126
$2.4M 0.2%
36,024
-221
127
$2.39M 0.2%
19,258
+328
128
$2.36M 0.2%
37,844
-48
129
$2.27M 0.19%
4,673
+121
130
$2.2M 0.18%
19,674
131
$2.18M 0.18%
25,729
-168
132
$2.09M 0.17%
28,524
-320
133
$2.06M 0.17%
18,877
-256
134
$2.04M 0.17%
4,096
-69
135
$2.03M 0.17%
9,395
+4,159
136
$2.01M 0.17%
25,262
137
$2.01M 0.17%
60,087
-1,125
138
$1.91M 0.16%
17,546
-285
139
$1.87M 0.15%
7,753
-119
140
$1.84M 0.15%
58,614
+731
141
$1.8M 0.15%
41,879
+143
142
$1.77M 0.15%
25,962
-137
143
$1.77M 0.15%
2,587
+62
144
$1.76M 0.15%
17,801
+35
145
$1.7M 0.14%
10,135
146
$1.67M 0.14%
6,577
-270
147
$1.65M 0.14%
13,040
-240
148
$1.64M 0.14%
1,696
+414
149
$1.63M 0.14%
3,437
+152
150
$1.58M 0.13%
7,748
+162
4 5
6
7 8