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
476
$43.7K 0.01%
1,876
477
$43.3K 0.01%
1,800
-76
478
$42.7K 0.01%
3,500
-200
479
$42.7K 0.01%
535
-85
480
$42.6K 0.01%
375
481
$41.6K 0.01%
1,992
482
$41.4K 0.01%
460
-35
483
$39.9K 0.01%
1,000
484
$39.6K 0.01%
874
485
$39.5K 0.01%
1,121
486
$39.3K 0.01%
488
487
$38.7K 0.01%
2,589
+118
488
$38.5K 0.01%
650
+150
489
$38.2K 0.01%
1,200
490
$38K 0.01%
+35
491
$37.9K 0.01%
550
492
$37.3K 0.01%
250
493
$37.2K 0.01%
584
+503
494
$36.8K 0.01%
750
495
$35.8K 0.01%
553
496
$35.2K 0.01%
100
497
$35.2K 0.01%
451
-100
498
$35K 0.01%
3,336
+936
499
$35K 0.01%
1,650
-400
500
$35K 0.01%
2,450
18 19
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