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
176
$492K 0.11%
5,281
-65
177
$485K 0.11%
15,425
+25
178
$472K 0.11%
7,234
179
$471K 0.11%
7,428
-336
180
$469K 0.11%
3,090
-18
181
$463K 0.11%
11,909
-399
182
$462K 0.11%
17,874
183
$455K 0.1%
8,211
-775
184
$451K 0.1%
3,952
+751
185
$451K 0.1%
3,243
+331
186
$445K 0.1%
35,275
-4,453
187
$443K 0.1%
3,880
-98
188
$442K 0.1%
5,130
-20
189
$436K 0.1%
3,491
190
$432K 0.1%
1,749
-17
191
$429K 0.1%
11,290
-525
192
$426K 0.1%
1,983
+525
193
$423K 0.1%
3,095
+255
194
$419K 0.1%
11,170
-316
195
$407K 0.09%
34,375
-500
196
$403K 0.09%
7,926
197
$391K 0.09%
10,609
-998
198
$389K 0.09%
5,800
-200
199
$388K 0.09%
25,300
-175
200
$384K 0.09%
862
-20
6 7
8
9 10