AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
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
+$1.22M
2
+$1.05M
3
+$902K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$876K
5
NSC icon
Norfolk Southern
NSC
+$755K

Top Sells

1
+$1.35M
2
+$1.18M
3
+$498K
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$420K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$368K

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
501
$41.7K 0.01%
1,121
502
$41.4K 0.01%
+400
503
$41.1K 0.01%
2,050
504
$39.8K 0.01%
2,416
+198
505
$39.3K 0.01%
1,300
-737
506
$39.1K 0.01%
1,033
507
$38.3K 0.01%
750
508
$38.1K 0.01%
423
+332
509
$38K 0.01%
290
510
$37.8K 0.01%
160
+115
511
$37.7K 0.01%
1,836
-635
512
$37.6K 0.01%
+500
513
$37.4K 0.01%
650
514
$37.2K 0.01%
2,207
-800
515
$36.6K 0.01%
85
516
$36.6K 0.01%
333
517
$36.2K 0.01%
75
+35
518
$36K 0.01%
1,208
+125
519
$35.4K 0.01%
1,000
520
$35.2K 0.01%
970
521
$35.1K 0.01%
179
522
$35K 0.01%
650
-116
523
$34.7K 0.01%
312
524
$34.7K 0.01%
500
525
$34.6K 0.01%
376
19 20
21
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