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
426
$63.8K 0.01%
1,730
-233
427
$62.9K 0.01%
4,183
428
$62.1K 0.01%
2,991
429
$60.9K 0.01%
538
430
$60.7K 0.01%
1,012
-400
431
$60K 0.01%
2,068
+116
432
$59.9K 0.01%
2,344
-393
433
$59.8K 0.01%
825
-100
434
$59.5K 0.01%
986
435
$57.9K 0.01%
959
436
$57.1K 0.01%
810
437
$56.3K 0.01%
1,123
438
$55.6K 0.01%
320
439
$55.6K 0.01%
1,200
440
$55.5K 0.01%
3,289
+600
441
$54.6K 0.01%
300
442
$53.8K 0.01%
928
443
$53K 0.01%
408
+128
444
$52.9K 0.01%
3,900
445
$52.9K 0.01%
681
446
$52.7K 0.01%
1,532
447
$52.7K 0.01%
586
448
$52.6K 0.01%
1,407
449
$52.1K 0.01%
7,499
450
$51.8K 0.01%
1,000
16 17
18
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