AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$1.8M
3
+$1.58M
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.42M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.32M

Top Sells

1
+$3.08M
2
+$578K
3
+$304K
4
V icon
Visa
V
+$279K
5
MLM icon
Martin Marietta Materials
MLM
+$222K

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
401
$73.4K 0.02%
2,460
402
$73.3K 0.02%
3,100
403
$72.8K 0.02%
1,816
404
$72.3K 0.02%
3,937
405
$71.7K 0.02%
1,100
406
$69.9K 0.02%
776
407
$69.5K 0.02%
1,650
408
$69.3K 0.02%
2,040
409
$69.2K 0.02%
+677
410
$69.2K 0.02%
1,219
411
$69K 0.02%
3,663
-333
412
$69K 0.02%
585
-695
413
$68.8K 0.02%
6,050
414
$68.3K 0.02%
1,785
415
$68K 0.02%
547
416
$67.8K 0.02%
1,057
417
$67.1K 0.02%
4,008
418
$66.8K 0.02%
370
+115
419
$66.8K 0.02%
25,308
-2,000
420
$66.4K 0.02%
1,238
421
$66.4K 0.02%
1,200
422
$65.3K 0.02%
12,900
+12,865
423
$65.2K 0.02%
1,615
-600
424
$64.9K 0.01%
437
+200
425
$64.7K 0.01%
650
15 16
17
18 19