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
326
$165K 0.03%
3,480
327
$160K 0.03%
4,714
-228
328
$155K 0.03%
2,957
-1,465
329
$155K 0.03%
2,907
330
$154K 0.03%
15,822
-3,719
331
$153K 0.03%
1,197
-50
332
$150K 0.03%
3,960
+1,900
333
$148K 0.03%
2,639
334
$147K 0.03%
2,518
+1,293
335
$143K 0.03%
4,243
-1,000
336
$143K 0.03%
638
+246
337
$142K 0.03%
1,958
+126
338
$142K 0.03%
+51,000
339
$142K 0.03%
7,146
+645
340
$141K 0.03%
610
341
$141K 0.03%
1,636
+400
342
$140K 0.03%
1,462
+352
343
$140K 0.03%
1,794
+400
344
$139K 0.03%
2,413
345
$137K 0.02%
2,190
346
$137K 0.02%
2,557
-49
347
$135K 0.02%
2,301
-2,500
348
$134K 0.02%
1,943
349
$134K 0.02%
1,967
+89
350
$133K 0.02%
2,932
+720
12 13
14
15 16