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
476
$43.3K 0.01%
1,800
-76
477
$42.7K 0.01%
3,500
-200
478
$42.7K 0.01%
535
-85
479
$42.6K 0.01%
375
480
$41.6K 0.01%
1,992
481
$41.4K 0.01%
460
-35
482
$39.9K 0.01%
1,000
483
$39.6K 0.01%
874
484
$39.5K 0.01%
1,121
485
$39.3K 0.01%
976
486
$38.7K 0.01%
2,589
+118
487
$38.5K 0.01%
650
+150
488
$38.2K 0.01%
1,200
489
$38K 0.01%
+35
490
$37.9K 0.01%
550
491
$37.3K 0.01%
250
492
$37.2K 0.01%
584
+503
493
$36.8K 0.01%
750
494
$35.8K 0.01%
1,106
495
$35.2K 0.01%
100
496
$35.2K 0.01%
451
-100
497
$35K 0.01%
3,336
+936
498
$35K 0.01%
1,650
-400
499
$35K 0.01%
2,450
500
$34.6K 0.01%
375
18 19
20
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