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
776
$1.11K ﹤0.01%
38
777
$1.08K ﹤0.01%
41
778
$1.04K ﹤0.01%
10
779
$990 ﹤0.01%
+4
780
$979 ﹤0.01%
9
781
$971 ﹤0.01%
24
782
$924 ﹤0.01%
+10
783
$866 ﹤0.01%
35
784
$832 ﹤0.01%
21
785
$815 ﹤0.01%
100
786
$775 ﹤0.01%
13
787
$760 ﹤0.01%
199
-8
788
$749 ﹤0.01%
20
789
$720 ﹤0.01%
26
790
$688 ﹤0.01%
+50
791
$654 ﹤0.01%
20
792
$650 ﹤0.01%
16
793
$466 ﹤0.01%
8
-250
794
$456 ﹤0.01%
20
795
$378 ﹤0.01%
32
796
$375 ﹤0.01%
38
797
$222 ﹤0.01%
8
798
$198 ﹤0.01%
5
799
$169 ﹤0.01%
17
+7
800
$162 ﹤0.01%
13
29 30 31
32
33