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
76
$1.79M 0.41%
20,627
+1,050
77
$1.77M 0.41%
12,121
+942
78
$1.75M 0.4%
20,357
-526
79
$1.71M 0.39%
98,168
+816
80
$1.64M 0.38%
39,843
+2,377
81
$1.59M 0.37%
38,664
-1,362
82
$1.52M 0.35%
10,093
-34
83
$1.51M 0.35%
8,235
+297
84
$1.51M 0.35%
8,361
+222
85
$1.5M 0.35%
47,546
+8,894
86
$1.49M 0.34%
8,383
-235
87
$1.49M 0.34%
28,505
-250
88
$1.47M 0.34%
49,407
89
$1.45M 0.33%
24,848
+64
90
$1.45M 0.33%
9,398
-1,359
91
$1.4M 0.32%
26,314
+1,401
92
$1.4M 0.32%
49,101
-289
93
$1.38M 0.32%
18,894
+210
94
$1.37M 0.32%
18,009
-898
95
$1.37M 0.32%
49,587
-435
96
$1.37M 0.31%
28,949
-1,053
97
$1.36M 0.31%
47,892
+2,016
98
$1.34M 0.31%
21,940
+1,360
99
$1.3M 0.3%
55,100
+850
100
$1.3M 0.3%
6,708
2 3
4
5 6