AIM

Anchor Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
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
+$1.81M
3
+$1.59M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.43M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.33M

Top Sells

1
+$3.17M
2
+$581K
3
+$297K
4
V icon
Visa
V
+$270K
5
MLM icon
Martin Marietta Materials
MLM
+$247K

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
701
$4.79K ﹤0.01%
+50
702
$4.64K ﹤0.01%
200
703
$4.62K ﹤0.01%
1,000
704
$4.6K ﹤0.01%
150
705
$4.6K ﹤0.01%
200
706
$4.53K ﹤0.01%
250
707
$4.52K ﹤0.01%
40
708
$4.5K ﹤0.01%
112
+50
709
$4.33K ﹤0.01%
+250
710
$4.32K ﹤0.01%
45
711
$4.3K ﹤0.01%
110
712
$4.08K ﹤0.01%
55
-33
713
$4.05K ﹤0.01%
50
714
$4.05K ﹤0.01%
103
715
$3.91K ﹤0.01%
86
716
$3.84K ﹤0.01%
237
717
$3.84K ﹤0.01%
100
718
$3.84K ﹤0.01%
3,800
719
$3.75K ﹤0.01%
250
720
$3.7K ﹤0.01%
215
-145
721
$3.6K ﹤0.01%
150
722
$3.55K ﹤0.01%
63
723
$3.39K ﹤0.01%
37
724
$3.38K ﹤0.01%
72
725
$3.36K ﹤0.01%
170
27 28
29
30 31