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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
1
$53.4M 4.42%
103,060
+381
2
$36.5M 3.02%
106,963
+882
3
$33.9M 2.81%
133,320
-3,339
4
$30.4M 2.52%
1,154,986
+24,431
5
$27.2M 2.25%
111,711
-892
6
$23.3M 1.93%
38,892
-324
7
$23.3M 1.93%
13,031
-5
8
$22.3M 1.84%
1,128,884
+42,570
9
$22.1M 1.83%
236,424
+1,368
10
$21.2M 1.75%
87,067
-1,565
11
$20.7M 1.71%
1,005,320
+39,545
12
$20.4M 1.69%
1,044,115
+24,859
13
$19.6M 1.62%
84,661
-617
14
$19M 1.57%
37,721
+555
15
$16.4M 1.36%
88,654
+952
16
$16M 1.33%
72,954
-900
17
$15.4M 1.27%
82,325
-1,582
18
$14.1M 1.17%
19,222
-571
19
$13.1M 1.09%
41,559
+1,262
20
$12M 1%
42,725
-1,097
21
$11.7M 0.97%
46,399
-229
22
$11.5M 0.95%
101,640
+124
23
$10.9M 0.9%
14,250
+196
24
$10.5M 0.87%
44,383
-293
25
$10.4M 0.86%
42,072
+2,002
1
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