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
151
$655K 0.15%
2,285
+11
152
$650K 0.15%
13,027
-325
153
$649K 0.15%
19,560
-1,150
154
$647K 0.15%
16,350
+12
155
$614K 0.14%
3,000
156
$598K 0.14%
2,695
+75
157
$597K 0.14%
17,478
-2,206
158
$584K 0.13%
8,191
-871
159
$560K 0.13%
7,431
+78
160
$557K 0.13%
9,509
-145
161
$544K 0.13%
6,872
-46
162
$537K 0.12%
6,777
-115
163
$529K 0.12%
2,750
164
$526K 0.12%
14,704
165
$517K 0.12%
18,193
-288
166
$516K 0.12%
8,454
-50
167
$515K 0.12%
10,328
-286
168
$514K 0.12%
26,395
169
$510K 0.12%
38,982
+7,250
170
$508K 0.12%
2,450
-165
171
$503K 0.12%
10,563
-55
172
$503K 0.12%
9,100
173
$502K 0.12%
4,899
+25
174
$499K 0.11%
5,500
175
$494K 0.11%
3,254
-170
5 6
7
8 9