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
551
$22.2K 0.01%
1,726
552
$21.8K 0.01%
740
-106
553
$21.7K 0.01%
1,500
554
$21.5K 0.01%
705
555
$21.3K ﹤0.01%
260
556
$21.3K ﹤0.01%
1,700
557
$21.2K ﹤0.01%
295
-179
558
$21K ﹤0.01%
246
559
$20.5K ﹤0.01%
364
560
$20.5K ﹤0.01%
252
561
$19.8K ﹤0.01%
300
562
$19.6K ﹤0.01%
746
563
$19.4K ﹤0.01%
114
+100
564
$19.4K ﹤0.01%
132
565
$19.4K ﹤0.01%
+100
566
$19.3K ﹤0.01%
444
-56
567
$19.1K ﹤0.01%
5,000
568
$18.9K ﹤0.01%
100
569
$18.4K ﹤0.01%
273
570
$18.4K ﹤0.01%
2,000
571
$18.3K ﹤0.01%
155
572
$18K ﹤0.01%
1,000
573
$17.8K ﹤0.01%
300
574
$17.5K ﹤0.01%
427
575
$17.4K ﹤0.01%
200
21 22
23
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