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
51
$2.46M 0.57%
44,740
+936
52
$2.42M 0.56%
96,163
+5,753
53
$2.36M 0.54%
14,102
-364
54
$2.33M 0.54%
10,751
-190
55
$2.32M 0.54%
39,936
-5,097
56
$2.32M 0.53%
108,395
+66,694
57
$2.28M 0.53%
19,402
-607
58
$2.24M 0.51%
40,437
+204
59
$2.23M 0.51%
18,815
+566
60
$2.22M 0.51%
43,100
-1,450
61
$2.19M 0.5%
104,806
+63,774
62
$2.18M 0.5%
39,475
+26
63
$2.13M 0.49%
1,087
-9
64
$2.12M 0.49%
24,258
+208
65
$2.12M 0.49%
33,619
-81
66
$2.11M 0.49%
28,794
+995
67
$2.1M 0.48%
72,060
-5,035
68
$2.05M 0.47%
7,536
+177
69
$2.04M 0.47%
6,992
-192
70
$2.03M 0.47%
99,432
+60,197
71
$1.97M 0.45%
11,756
-395
72
$1.87M 0.43%
11,570
+35
73
$1.86M 0.43%
26,546
+748
74
$1.86M 0.43%
21,010
-520
75
$1.81M 0.42%
82,635
+56,554
1 2
3
4 5