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
$556M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
976
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.17M
3
+$947K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$936K
5
NSC icon
Norfolk Southern
NSC
+$789K

Top Sells

1
+$1.49M
2
+$1.22M
3
+$498K
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$426K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$371K

Sector Composition

1 Technology 13.8%
2 Healthcare 12.13%
3 Financials 10.73%
4 Industrials 8.99%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$202K 0.04%
9,338
-400
302
$200K 0.04%
2,959
-325
303
$199K 0.04%
8,131
304
$195K 0.04%
16,135
-6,646
305
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1,799
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306
$193K 0.03%
4,204
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307
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2,600
308
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850
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309
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7,526
310
$188K 0.03%
12,722
+2,302
311
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5,160
312
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649
313
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-96
314
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315
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5,000
316
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2,600
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317
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318
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319
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13,240
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320
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10,672
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321
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798
322
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6,580
323
$168K 0.03%
2,700
324
$165K 0.03%
5,025
325
$165K 0.03%
940
-65
11 12
13
14 15