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
451
$51.8K 0.01%
1,000
452
$51.2K 0.01%
849
453
$50.7K 0.01%
4,734
-1,601
454
$49.3K 0.01%
355
455
$49.3K 0.01%
400
456
$48.9K 0.01%
297
457
$48.2K 0.01%
615
458
$48.1K 0.01%
886
459
$48.1K 0.01%
326
460
$47.7K 0.01%
440
461
$47.6K 0.01%
225
462
$47.4K 0.01%
325
463
$47.1K 0.01%
213
464
$47K 0.01%
960
-450
465
$46.9K 0.01%
1,800
-250
466
$46.7K 0.01%
1,707
467
$45.5K 0.01%
1,456
468
$45.3K 0.01%
813
-700
469
$45.2K 0.01%
1,195
+205
470
$44.7K 0.01%
319
471
$44.6K 0.01%
1,740
472
$44.5K 0.01%
1,000
473
$44.4K 0.01%
346
474
$44.3K 0.01%
1,033
475
$44.2K 0.01%
1,929
17 18
19
20 21