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
26
$4.67M 0.84%
20,127
-105
27
$4.54M 0.82%
26,120
+968
28
$4.54M 0.82%
7,898
-50
29
$4.51M 0.81%
12,870
+566
30
$4.49M 0.81%
59,733
-481
31
$4.46M 0.8%
12,968
+121
32
$4.45M 0.8%
203,301
+16,429
33
$4.27M 0.77%
103,545
+66
34
$4.25M 0.76%
36,299
+1,735
35
$4.22M 0.76%
188,558
+4,311
36
$4.04M 0.73%
34,299
-290
37
$4M 0.72%
72,932
-494
38
$3.99M 0.72%
76,231
+2,159
39
$3.9M 0.7%
28,037
+970
40
$3.84M 0.69%
181,229
+10,848
41
$3.81M 0.69%
16,047
+3,320
42
$3.78M 0.68%
174,117
+7,055
43
$3.65M 0.66%
32,076
+635
44
$3.65M 0.66%
119,067
+11,952
45
$3.58M 0.64%
158,053
+5,539
46
$3.56M 0.64%
117,684
+12,678
47
$3.38M 0.61%
15,091
+909
48
$3.36M 0.6%
108,330
+21,622
49
$3.36M 0.6%
7,207
-5
50
$3.29M 0.59%
53,455
-3,805
1
2
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