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
301
$187K 0.04%
3,665
-275
302
$182K 0.04%
3,072
-137
303
$180K 0.04%
4,536
304
$179K 0.04%
3,512
-732
305
$179K 0.04%
4,018
-145
306
$178K 0.04%
3,775
307
$174K 0.04%
5,935
+125
308
$172K 0.04%
1,770
+175
309
$169K 0.04%
2,698
310
$169K 0.04%
4,019
+250
311
$169K 0.04%
2,550
-20
312
$164K 0.04%
10,780
313
$163K 0.04%
3,795
-200
314
$161K 0.04%
6,360
315
$159K 0.04%
1,135
-25
316
$156K 0.04%
3,200
-400
317
$155K 0.04%
1,437
318
$154K 0.04%
1,513
+1,500
319
$154K 0.04%
10,000
320
$154K 0.04%
1,813
321
$153K 0.04%
3,012
322
$147K 0.03%
4,823
323
$147K 0.03%
2,206
-40
324
$146K 0.03%
3,102
-274
325
$146K 0.03%
1,975
-500
11 12
13
14 15