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
376
$104K 0.02%
2,967
-300
377
$103K 0.02%
1,999
+211
378
$103K 0.02%
2,300
379
$102K 0.02%
3,450
-2,129
380
$102K 0.02%
3,730
-320
381
$101K 0.02%
1,957
+1,397
382
$101K 0.02%
270
383
$101K 0.02%
370
384
$100K 0.02%
2,307
-500
385
$99.4K 0.02%
5,532
386
$98.9K 0.02%
435
+35
387
$98.8K 0.02%
375
+200
388
$98.6K 0.02%
853
+451
389
$97.9K 0.02%
450
-428
390
$96.6K 0.02%
1,819
-96
391
$96.4K 0.02%
947
-53
392
$95.2K 0.02%
2,471
393
$92.2K 0.02%
1,260
394
$90.8K 0.02%
919
395
$90.5K 0.02%
4,200
-3,600
396
$89.9K 0.02%
1,979
397
$89.1K 0.02%
705
-234
398
$86.3K 0.02%
761
-15
399
$85.9K 0.02%
5,120
400
$85.6K 0.02%
5,050
14 15
16
17 18