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
501
$33.9K 0.01%
250
-50
502
$33.9K 0.01%
642
503
$33.6K 0.01%
698
504
$33.3K 0.01%
325
505
$32.9K 0.01%
1,944
+11
506
$32.5K 0.01%
340
507
$31.5K 0.01%
278
508
$31.5K 0.01%
494
-50
509
$31.3K 0.01%
126
+13
510
$31.2K 0.01%
401
511
$31K 0.01%
2,000
512
$30.5K 0.01%
333
513
$30.2K 0.01%
350
-524
514
$30K 0.01%
155
-17
515
$29.4K 0.01%
228
+13
516
$28.7K 0.01%
555
517
$28.6K 0.01%
500
518
$28.2K 0.01%
185
519
$28.1K 0.01%
1,150
+50
520
$28K 0.01%
170
521
$27.9K 0.01%
210
+85
522
$27.9K 0.01%
1,358
+8
523
$27.9K 0.01%
450
+425
524
$27.9K 0.01%
1,761
525
$27.4K 0.01%
1,451
+451
19 20
21
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