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
751
$2.07K ﹤0.01%
48
752
$2.07K ﹤0.01%
80
753
$2.03K ﹤0.01%
+216
754
$2K ﹤0.01%
35
755
$1.91K ﹤0.01%
25
756
$1.87K ﹤0.01%
100
757
$1.86K ﹤0.01%
106
-7
758
$1.85K ﹤0.01%
204
759
$1.66K ﹤0.01%
55
760
$1.61K ﹤0.01%
+500
761
$1.58K ﹤0.01%
110
+11
762
$1.55K ﹤0.01%
200
763
$1.55K ﹤0.01%
15
764
$1.54K ﹤0.01%
3
765
$1.51K ﹤0.01%
80
766
$1.44K ﹤0.01%
50
767
$1.41K ﹤0.01%
50
768
$1.41K ﹤0.01%
+800
769
$1.36K ﹤0.01%
150
-100
770
$1.34K ﹤0.01%
300
771
$1.33K ﹤0.01%
16
772
$1.31K ﹤0.01%
500
773
$1.28K ﹤0.01%
46
774
$1.27K ﹤0.01%
+35
775
$1.22K ﹤0.01%
50
29 30
31
32 33