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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
201
$920K 0.08%
7,860
202
$916K 0.08%
32,454
+30
203
$915K 0.08%
4,614
-4,317
204
$913K 0.08%
10,261
+436
205
$900K 0.07%
8,587
-364
206
$894K 0.07%
1,468
-35
207
$873K 0.07%
749
208
$870K 0.07%
25,932
-5,766
209
$865K 0.07%
3,002
-2,019
210
$863K 0.07%
6,726
-200
211
$855K 0.07%
19,012
212
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4,053
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213
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11,025
-25
214
$842K 0.07%
5,295
+233
215
$831K 0.07%
15,431
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216
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217
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30,187
-9,585
218
$806K 0.07%
2,885
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219
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3,750
220
$795K 0.07%
11,860
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221
$789K 0.07%
2,583
222
$783K 0.06%
7,800
-100
223
$779K 0.06%
9,208
-303
224
$774K 0.06%
10,264
+3
225
$766K 0.06%
12,145
+1
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9
10 11