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
276
$221K 0.05%
900
277
$220K 0.05%
3,225
-50
278
$218K 0.05%
4,306
279
$216K 0.05%
10,433
+2,007
280
$216K 0.05%
5,545
-5
281
$213K 0.05%
7,591
-454
282
$211K 0.05%
3,035
-250
283
$210K 0.05%
8,346
284
$210K 0.05%
1,528
285
$210K 0.05%
6,663
286
$209K 0.05%
1,572
287
$208K 0.05%
7,996
-75
288
$205K 0.05%
7,000
289
$205K 0.05%
7,927
290
$201K 0.05%
1,186
+71
291
$200K 0.05%
2,991
+125
292
$199K 0.05%
5,470
-246
293
$198K 0.05%
1,405
294
$198K 0.05%
1,570
-1,440
295
$198K 0.05%
8,085
296
$197K 0.05%
2,702
297
$195K 0.04%
7,550
298
$190K 0.04%
2,975
-235
299
$189K 0.04%
7,850
-8,472
300
$187K 0.04%
6,693
+51
10 11
12
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