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
126
$926K 0.21%
15,405
-137
127
$860K 0.2%
9,901
128
$847K 0.19%
3,312
-35
129
$843K 0.19%
2,841
+60
130
$838K 0.19%
15,412
-1,660
131
$837K 0.19%
2,145
+15
132
$830K 0.19%
2,882
+53
133
$825K 0.19%
6,644
+430
134
$804K 0.19%
5,140
-233
135
$800K 0.18%
5,539
+315
136
$784K 0.18%
75,367
137
$778K 0.18%
2,075
-45
138
$764K 0.18%
13,412
-77
139
$746K 0.17%
8,425
+50
140
$742K 0.17%
36,940
-1,500
141
$719K 0.17%
6,725
142
$709K 0.16%
11,843
-1,215
143
$707K 0.16%
6,080
-200
144
$704K 0.16%
11,679
-80
145
$703K 0.16%
3,370
+1,065
146
$691K 0.16%
15,506
-3,732
147
$672K 0.15%
16,423
-208
148
$670K 0.15%
14,415
-100
149
$666K 0.15%
23,320
+2,940
150
$663K 0.15%
4,170
+2,833
4 5
6
7 8