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
526
$27.4K 0.01%
800
527
$27.4K 0.01%
289
528
$27.1K 0.01%
179
529
$26.9K 0.01%
270
530
$26.8K 0.01%
1,500
531
$26.1K 0.01%
448
532
$25.8K 0.01%
235
533
$25.7K 0.01%
500
534
$25.6K 0.01%
110
+40
535
$24.9K 0.01%
1,130
-200
536
$24.8K 0.01%
254
-18
537
$24.8K 0.01%
400
538
$24.8K 0.01%
463
539
$24.4K 0.01%
875
-100
540
$24.4K 0.01%
650
+500
541
$24K 0.01%
503
542
$23.9K 0.01%
233
543
$23.7K 0.01%
816
-200
544
$23.6K 0.01%
2,050
-250
545
$23.5K 0.01%
300
546
$23.2K 0.01%
293
-58
547
$23.1K 0.01%
85
548
$23.1K 0.01%
205
-200
549
$23K 0.01%
+310
550
$22.9K 0.01%
426
20 21
22
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