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
201
$383K 0.09%
16,125
202
$382K 0.09%
2,401
+409
203
$379K 0.09%
2,670
204
$377K 0.09%
6,203
-500
205
$354K 0.08%
11,720
+500
206
$350K 0.08%
21,976
+206
207
$345K 0.08%
11,676
208
$345K 0.08%
7,638
209
$344K 0.08%
7,679
-100
210
$332K 0.08%
3,056
211
$330K 0.08%
7,745
-1,585
212
$329K 0.08%
11,850
-225
213
$329K 0.08%
8,170
-681
214
$328K 0.08%
18,650
-6,030
215
$322K 0.07%
11,154
+383
216
$321K 0.07%
3,444
+693
217
$316K 0.07%
11,835
-1,600
218
$312K 0.07%
15,661
-1,631
219
$310K 0.07%
3,277
+702
220
$308K 0.07%
3,740
-475
221
$308K 0.07%
1,825
-740
222
$307K 0.07%
3,085
-25
223
$306K 0.07%
3,250
+400
224
$305K 0.07%
12,743
225
$304K 0.07%
3,198
7 8
9
10 11