AIM

Anchor Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
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
326
$145K 0.03%
2,700
327
$145K 0.03%
2,875
328
$144K 0.03%
525
-900
329
$142K 0.03%
1,555
330
$140K 0.03%
900
331
$139K 0.03%
5,903
332
$139K 0.03%
1,690
-240
333
$139K 0.03%
5,475
-200
334
$138K 0.03%
12,000
335
$138K 0.03%
7,302
336
$135K 0.03%
5,700
337
$134K 0.03%
11,334
+702
338
$131K 0.03%
1,048
339
$127K 0.03%
+2,500
340
$126K 0.03%
2,050
341
$125K 0.03%
3,480
342
$124K 0.03%
1,198
+445
343
$121K 0.03%
5,500
344
$121K 0.03%
6,600
+2,406
345
$120K 0.03%
603
346
$117K 0.03%
6,000
347
$117K 0.03%
775
-5
348
$116K 0.03%
1,305
-35
349
$115K 0.03%
6,665
-2,168
350
$115K 0.03%
2,750
12 13
14
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