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
651
$8.87K ﹤0.01%
375
652
$8.66K ﹤0.01%
221
653
$8.66K ﹤0.01%
434
-1,759
654
$8.63K ﹤0.01%
1,900
655
$8.41K ﹤0.01%
64
656
$8.33K ﹤0.01%
75
657
$8.19K ﹤0.01%
+200
658
$8.19K ﹤0.01%
25
659
$8.17K ﹤0.01%
130
660
$8.04K ﹤0.01%
263
661
$7.89K ﹤0.01%
408
662
$7.84K ﹤0.01%
500
663
$7.65K ﹤0.01%
200
664
$7.65K ﹤0.01%
400
665
$7.38K ﹤0.01%
50
666
$7.36K ﹤0.01%
600
667
$7.13K ﹤0.01%
130
668
$6.9K ﹤0.01%
183
669
$6.84K ﹤0.01%
146
670
$6.82K ﹤0.01%
61
+20
671
$6.81K ﹤0.01%
500
672
$6.77K ﹤0.01%
175
673
$6.62K ﹤0.01%
146
674
$6.48K ﹤0.01%
422
675
$6.43K ﹤0.01%
118
25 26
27
28 29