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
101
$1.28M 0.3%
11,464
+25
102
$1.26M 0.29%
9,048
-251
103
$1.24M 0.28%
17,899
-655
104
$1.23M 0.28%
10,366
+215
105
$1.19M 0.27%
23,580
+224
106
$1.16M 0.27%
15,244
+542
107
$1.15M 0.27%
8,925
-50
108
$1.14M 0.26%
14,124
-213
109
$1.14M 0.26%
42,870
-600
110
$1.1M 0.25%
53,511
+304
111
$1.1M 0.25%
9,705
112
$1.08M 0.25%
9,471
-250
113
$1.06M 0.25%
23,538
-1,977
114
$1.06M 0.24%
11,604
-300
115
$1.05M 0.24%
56,766
-171,611
116
$1.03M 0.24%
11,651
-147
117
$1.02M 0.24%
7,439
-120
118
$1.02M 0.23%
22,217
+593
119
$1.01M 0.23%
4,109
-30
120
$1.01M 0.23%
5,082
121
$1M 0.23%
9,870
122
$985K 0.23%
7,696
-277
123
$951K 0.22%
12,933
-192
124
$935K 0.22%
51,670
-500
125
$927K 0.21%
11,200
3 4
5
6 7