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
251
$255K 0.06%
4,840
-358
252
$254K 0.06%
4,445
253
$254K 0.06%
360
-10
254
$253K 0.06%
27,625
255
$251K 0.06%
5,205
+3
256
$251K 0.06%
4,698
257
$247K 0.06%
2,422
-360
258
$245K 0.06%
3,319
-1,660
259
$241K 0.06%
1,452
-185
260
$241K 0.06%
9,785
261
$237K 0.05%
1,985
+81
262
$236K 0.05%
6,448
-106
263
$235K 0.05%
2,527
-1,095
264
$234K 0.05%
2,000
265
$233K 0.05%
6,152
-261
266
$230K 0.05%
1,415
267
$230K 0.05%
2,554
-191
268
$230K 0.05%
4,200
269
$229K 0.05%
15,654
+109
270
$229K 0.05%
1,400
271
$229K 0.05%
23,202
+60
272
$226K 0.05%
8,429
+2
273
$226K 0.05%
6,986
274
$225K 0.05%
2,395
275
$223K 0.05%
5,924
9 10
11
12 13