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
426
$64.7K 0.01%
650
427
$63.8K 0.01%
1,730
-233
428
$62.9K 0.01%
4,183
429
$62.1K 0.01%
2,991
430
$60.9K 0.01%
538
431
$60.7K 0.01%
1,012
-400
432
$60K 0.01%
2,068
+116
433
$59.9K 0.01%
2,344
-393
434
$59.8K 0.01%
825
-100
435
$59.5K 0.01%
493
436
$57.9K 0.01%
959
437
$57.1K 0.01%
810
438
$56.3K 0.01%
1,123
439
$55.6K 0.01%
320
440
$55.6K 0.01%
1,200
441
$55.5K 0.01%
3,289
+600
442
$54.6K 0.01%
300
443
$53.8K 0.01%
928
444
$53K 0.01%
408
+128
445
$52.9K 0.01%
3,900
446
$52.9K 0.01%
681
447
$52.7K 0.01%
1,532
448
$52.7K 0.01%
586
449
$52.6K 0.01%
1,407
450
$52.1K 0.01%
7,499
16 17
18
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