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
401
$85.5K 0.02%
5,183
402
$83.3K 0.02%
467
+112
403
$81.8K 0.01%
2,950
+50
404
$81.2K 0.01%
1,735
405
$80.7K 0.01%
232
+162
406
$80.2K 0.01%
1,010
+85
407
$79.3K 0.01%
493
408
$78.9K 0.01%
518
409
$78.5K 0.01%
1,219
410
$78.2K 0.01%
1,692
+120
411
$77.5K 0.01%
545
+192
412
$76.1K 0.01%
3,747
-189
413
$75.7K 0.01%
1,092
-150
414
$75.7K 0.01%
1,688
415
$75.2K 0.01%
1,450
-125
416
$74.5K 0.01%
1,600
417
$74.1K 0.01%
1,569
+279
418
$74K 0.01%
1,624
-485
419
$72.9K 0.01%
2,170
+300
420
$71.8K 0.01%
1,158
-400
421
$71.1K 0.01%
1,450
-1,000
422
$69.1K 0.01%
2,075
+75
423
$69K 0.01%
2,447
424
$68.3K 0.01%
1,238
425
$66.8K 0.01%
885
-435
15 16
17
18 19