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
376
$88.9K 0.02%
1,813
377
$88.6K 0.02%
+1,065
378
$88.4K 0.02%
740
379
$86.4K 0.02%
965
380
$85.5K 0.02%
1,075
-75
381
$84.9K 0.02%
5,200
382
$84.7K 0.02%
1,440
383
$84K 0.02%
1,920
384
$83.6K 0.02%
919
385
$83.4K 0.02%
770
-70
386
$83.4K 0.02%
1,365
387
$83.3K 0.02%
279
388
$82.3K 0.02%
966
389
$82.1K 0.02%
2,008
-300
390
$81.8K 0.02%
528
391
$80.9K 0.02%
850
-100
392
$79.6K 0.02%
1,000
393
$79.4K 0.02%
441
+87
394
$79K 0.02%
911
395
$78.9K 0.02%
295
-20
396
$78.7K 0.02%
4,164
+603
397
$78.6K 0.02%
2,207
-149
398
$77.8K 0.02%
1,025
399
$77.1K 0.02%
2,447
400
$77K 0.02%
5,532
14 15
16
17 18