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
1
$17.8M 4.11%
220,137
+11,825
2
$15.9M 3.65%
92,226
-1,567
3
$11.7M 2.68%
83,800
+1,696
4
$8.4M 1.93%
64,445
+569
5
$5.88M 1.35%
45,453
+7,265
6
$5.69M 1.31%
110,345
+5,427
7
$5.46M 1.26%
155,553
+2,818
8
$5.45M 1.25%
77,127
+1
9
$5.4M 1.24%
33,324
-382
10
$5.22M 1.2%
441,660
-2,778
11
$5.09M 1.17%
90,920
-180
12
$4.98M 1.15%
264,018
+33
13
$4.95M 1.14%
51,597
+371
14
$4.84M 1.11%
23,275
+725
15
$4.72M 1.09%
58,270
+488
16
$4.68M 1.08%
77,617
+1,808
17
$4.39M 1.01%
52,474
-193
18
$4.37M 1.01%
152,792
+6,201
19
$4.33M 1%
11,371
+222
20
$4.29M 0.99%
70,460
+460
21
$4.15M 0.96%
17,903
-10
22
$4.14M 0.95%
36,029
-427
23
$3.92M 0.9%
72,064
-325
24
$3.77M 0.87%
31,423
+591
25
$3.74M 0.86%
34,028
-154
1
2 3 4 5