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
451
$51.2K 0.01%
849
452
$50.7K 0.01%
4,734
-1,601
453
$49.3K 0.01%
355
454
$49.3K 0.01%
400
455
$48.9K 0.01%
297
456
$48.2K 0.01%
615
457
$48.1K 0.01%
886
458
$48.1K 0.01%
65
459
$47.7K 0.01%
440
460
$47.6K 0.01%
225
461
$47.4K 0.01%
325
462
$47.1K 0.01%
213
463
$47K 0.01%
960
-450
464
$46.9K 0.01%
1,800
-250
465
$46.7K 0.01%
1,707
466
$45.5K 0.01%
1,456
467
$45.3K 0.01%
813
-700
468
$45.2K 0.01%
1,195
+205
469
$44.7K 0.01%
319
470
$44.6K 0.01%
1,740
471
$44.5K 0.01%
1,000
472
$44.4K 0.01%
346
473
$44.3K 0.01%
1,033
474
$44.2K 0.01%
1,929
475
$43.7K 0.01%
1,876
17 18
19
20 21