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
576
$17.4K ﹤0.01%
4,000
+2,000
577
$17.4K ﹤0.01%
300
578
$17.4K ﹤0.01%
300
579
$17.4K ﹤0.01%
340
580
$17.2K ﹤0.01%
214
-247
581
$17.1K ﹤0.01%
368
582
$16.8K ﹤0.01%
+1,050
583
$16.8K ﹤0.01%
450
584
$16.7K ﹤0.01%
1,000
585
$16.5K ﹤0.01%
400
-300
586
$16.5K ﹤0.01%
777
587
$16.3K ﹤0.01%
200
588
$16.1K ﹤0.01%
200
589
$16K ﹤0.01%
356
590
$16K ﹤0.01%
300
591
$15.8K ﹤0.01%
100
592
$15.7K ﹤0.01%
290
593
$15.6K ﹤0.01%
351
594
$15.6K ﹤0.01%
300
595
$15.5K ﹤0.01%
255
596
$15.3K ﹤0.01%
350
597
$15.2K ﹤0.01%
550
+150
598
$14.8K ﹤0.01%
1,000
599
$14.6K ﹤0.01%
500
600
$14.5K ﹤0.01%
90
-12
22 23
24
25 26