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
351
$115K 0.03%
2,160
+100
352
$114K 0.03%
198
353
$113K 0.03%
2,920
354
$109K 0.03%
4,050
355
$108K 0.02%
678
356
$108K 0.02%
9,455
357
$106K 0.02%
2,300
358
$105K 0.02%
2,311
-137
359
$104K 0.02%
2,240
-115
360
$102K 0.02%
4,700
361
$99.2K 0.02%
2,625
-190
362
$98.4K 0.02%
1,494
-50
363
$97.9K 0.02%
3,367
364
$97.7K 0.02%
2,572
-42
365
$97.3K 0.02%
2,140
366
$96.6K 0.02%
1,236
-44
367
$96.2K 0.02%
575
-25
368
$95.1K 0.02%
998
+213
369
$95K 0.02%
1,230
-115
370
$93.2K 0.02%
3,988
+5
371
$93.1K 0.02%
350
+50
372
$92.4K 0.02%
7,527
-1,466
373
$92K 0.02%
1,979
374
$90.9K 0.02%
1,560
-220
375
$90.4K 0.02%
1,550
13 14
15
16 17