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
26
$3.51M 0.81%
103,083
+2,478
27
$3.49M 0.8%
12,789
-2,130
28
$3.28M 0.76%
6,964
29
$3.22M 0.74%
23,452
-325
30
$3.2M 0.74%
25,729
+745
31
$3.19M 0.73%
42,127
+1,954
32
$3.17M 0.73%
149,135
+74,616
33
$3.17M 0.73%
147,864
+85,600
34
$3.15M 0.72%
147,841
+84,870
35
$3.05M 0.7%
28,063
+388
36
$2.97M 0.68%
28,690
+3,440
37
$2.94M 0.68%
47,675
+411
38
$2.92M 0.67%
33,600
+560
39
$2.75M 0.63%
128,923
+52,781
40
$2.74M 0.63%
9,929
-23
41
$2.7M 0.62%
33,579
+324
42
$2.68M 0.62%
18,421
-1,024
43
$2.6M 0.6%
57,632
-145
44
$2.58M 0.59%
14,339
-200
45
$2.55M 0.59%
16,318
-57
46
$2.55M 0.59%
110,556
47
$2.54M 0.58%
11,787
+403
48
$2.53M 0.58%
13,387
+1,910
49
$2.48M 0.57%
50,219
-657
50
$2.48M 0.57%
11,408
+113
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