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
751
$2.07K ﹤0.01%
80
752
$2.03K ﹤0.01%
+216
753
$2K ﹤0.01%
35
754
$1.91K ﹤0.01%
25
755
$1.87K ﹤0.01%
100
756
$1.86K ﹤0.01%
106
-7
757
$1.85K ﹤0.01%
204
758
$1.66K ﹤0.01%
55
759
$1.61K ﹤0.01%
+500
760
$1.58K ﹤0.01%
110
+11
761
$1.55K ﹤0.01%
15
762
$1.55K ﹤0.01%
200
763
$1.54K ﹤0.01%
3
764
$1.51K ﹤0.01%
80
765
$1.44K ﹤0.01%
50
766
$1.41K ﹤0.01%
50
767
$1.41K ﹤0.01%
+800
768
$1.36K ﹤0.01%
150
-100
769
$1.34K ﹤0.01%
300
770
$1.33K ﹤0.01%
16
771
$1.31K ﹤0.01%
500
772
$1.28K ﹤0.01%
46
773
$1.27K ﹤0.01%
+35
774
$1.22K ﹤0.01%
50
775
$1.11K ﹤0.01%
38
29 30
31
32 33