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
351
$133K 0.02%
845
352
$132K 0.02%
1,003
353
$131K 0.02%
1,090
+25
354
$131K 0.02%
2,595
+2,288
355
$130K 0.02%
488
-500
356
$129K 0.02%
5,500
357
$128K 0.02%
10,780
358
$127K 0.02%
1,305
359
$125K 0.02%
2,197
-42
360
$121K 0.02%
2,290
-650
361
$121K 0.02%
10,000
362
$120K 0.02%
811
-4
363
$119K 0.02%
2,530
+1,700
364
$118K 0.02%
1,910
+1
365
$118K 0.02%
318
366
$118K 0.02%
4,788
367
$114K 0.02%
12,000
368
$113K 0.02%
3,821
-1,815
369
$111K 0.02%
3,749
+1
370
$110K 0.02%
7,489
+17
371
$110K 0.02%
911
372
$109K 0.02%
1,902
-99
373
$106K 0.02%
2,090
374
$105K 0.02%
2,485
375
$105K 0.02%
3,812
-1,733
13 14
15
16 17