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
776
$1.08K ﹤0.01%
41
777
$1.04K ﹤0.01%
10
778
$990 ﹤0.01%
+4
779
$979 ﹤0.01%
9
780
$971 ﹤0.01%
24
781
$924 ﹤0.01%
+10
782
$866 ﹤0.01%
4
783
$832 ﹤0.01%
21
784
$815 ﹤0.01%
100
785
$775 ﹤0.01%
13
786
$760 ﹤0.01%
199
-8
787
$749 ﹤0.01%
20
788
$720 ﹤0.01%
26
789
$688 ﹤0.01%
+50
790
$654 ﹤0.01%
20
791
$650 ﹤0.01%
16
792
$466 ﹤0.01%
8
-250
793
$456 ﹤0.01%
20
794
$378 ﹤0.01%
32
795
$375 ﹤0.01%
38
796
$222 ﹤0.01%
8
797
$198 ﹤0.01%
5
798
$169 ﹤0.01%
17
+7
799
$162 ﹤0.01%
13
800
$111 ﹤0.01%
4
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