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
601
$14.4K ﹤0.01%
2,000
602
$14.3K ﹤0.01%
115
603
$14.2K ﹤0.01%
185
604
$14.1K ﹤0.01%
366
-75
605
$13.7K ﹤0.01%
1,500
606
$13.6K ﹤0.01%
100
607
$13.5K ﹤0.01%
150
608
$13.5K ﹤0.01%
100
609
$13.3K ﹤0.01%
+1,000
610
$12.9K ﹤0.01%
1,680
611
$12.9K ﹤0.01%
298
612
$12.8K ﹤0.01%
500
-125
613
$12.8K ﹤0.01%
200
614
$12.7K ﹤0.01%
+250
615
$12.7K ﹤0.01%
115
616
$12.6K ﹤0.01%
+750
617
$12.3K ﹤0.01%
532
+100
618
$12.1K ﹤0.01%
57
619
$12.1K ﹤0.01%
800
620
$12K ﹤0.01%
750
+375
621
$12K ﹤0.01%
405
622
$11.9K ﹤0.01%
155
623
$11.8K ﹤0.01%
10
624
$11.8K ﹤0.01%
25
625
$10.9K ﹤0.01%
100
23 24
25
26 27