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
726
$3.31K ﹤0.01%
58
727
$3.3K ﹤0.01%
100
728
$3.2K ﹤0.01%
80
729
$3.18K ﹤0.01%
200
730
$3.18K ﹤0.01%
1,000
731
$3.1K ﹤0.01%
14
+4
732
$3.07K ﹤0.01%
57
733
$2.89K ﹤0.01%
100
734
$2.88K ﹤0.01%
50
735
$2.81K ﹤0.01%
104
-32
736
$2.77K ﹤0.01%
10
737
$2.76K ﹤0.01%
36
738
$2.67K ﹤0.01%
100
739
$2.58K ﹤0.01%
105
740
$2.55K ﹤0.01%
75
741
$2.5K ﹤0.01%
66
742
$2.47K ﹤0.01%
115
743
$2.45K ﹤0.01%
100
744
$2.19K ﹤0.01%
219
745
$2.17K ﹤0.01%
12
746
$2.16K ﹤0.01%
50
747
$2.13K ﹤0.01%
50
748
$2.09K ﹤0.01%
20
749
$2.09K ﹤0.01%
52
750
$2.07K ﹤0.01%
48
28 29
30
31 32