AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.81M
3
+$1.59M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.43M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.33M

Top Sells

1
+$3.17M
2
+$581K
3
+$297K
4
V icon
Visa
V
+$270K
5
MLM icon
Martin Marietta Materials
MLM
+$247K

Sector Composition

1 Financials 12.8%
2 Healthcare 11.37%
3 Technology 11.36%
4 Industrials 9%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$301K 0.07%
4,055
227
$296K 0.07%
12,134
228
$295K 0.07%
2,600
229
$293K 0.07%
3,130
230
$291K 0.07%
5,465
231
$288K 0.07%
2,256
232
$287K 0.07%
1,385
+5
233
$286K 0.07%
2,126
+72
234
$285K 0.07%
8,800
235
$281K 0.06%
3,046
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236
$278K 0.06%
1,936
-32
237
$274K 0.06%
4,340
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238
$274K 0.06%
4,110
-40
239
$272K 0.06%
10,136
-578
240
$269K 0.06%
15,104
-234
241
$266K 0.06%
1,789
+107
242
$265K 0.06%
3,340
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243
$261K 0.06%
3,950
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244
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4,712
245
$258K 0.06%
4,515
-40
246
$257K 0.06%
1,407
247
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7,800
248
$257K 0.06%
8,346
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249
$256K 0.06%
1,545
-5
250
$255K 0.06%
1,064
+63
8 9
10
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